+45.0%
TXN vs OVV
+59.6%
-14.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | +2.7% | -3.8% | +6.5% | +2.5% |
| 30D | -6.7% | +1.3% | -8.0% | -6.7% |
| 3M | -8.9% | +14.3% | -23.2% | -8.5% |
| 6M | +34.7% | +21.1% | +13.6% | +33.7% |
| YTD | +53.3% | +66.0% | -12.7% | +46.0% |
| 1Y | +45.0% | +59.3% | -14.2% | +39.4% |
| All | +45.0% | +59.6% | -14.6% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling