+78.4%
TXN vs OVV
+85.0%
-6.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.7% | +6.6% |
| 7D | -2.1% | -10.7% | +8.7% | +0.1% |
| 30D | +4.7% | -5.3% | +10.0% | +5.7% |
| 3M | +3.9% | +2.4% | +1.5% | +2.9% |
| 6M | +3.8% | +5.7% | -1.9% | +1.7% |
| YTD | +74.2% | +56.8% | +17.4% | +54.7% |
| 1Y | +88.2% | +59.3% | +28.9% | +66.3% |
| 3Y | +124.0% | +49.0% | +75.0% | +96.2% |
| 5Y | +78.4% | +88.1% | -9.8% | +44.4% |
| All | +78.4% | +85.0% | -6.7% | +44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling