+1,387.3%
TXN vs OVV
+146.6%
+1,240.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.7% | +6.6% |
| 7D | -2.1% | -10.7% | +8.7% | 0.0% |
| 30D | +4.7% | -5.3% | +10.0% | +5.6% |
| 3M | +3.9% | +2.4% | +1.5% | +3.0% |
| 6M | +3.8% | +5.7% | -1.9% | +1.9% |
| YTD | +74.2% | +56.8% | +17.4% | +57.9% |
| 1Y | +88.2% | +59.3% | +28.9% | +69.9% |
| 3Y | +124.0% | +49.0% | +75.0% | +101.9% |
| 5Y | +78.4% | +88.1% | -9.8% | +47.7% |
| 10Y | +455.6% | +42.5% | +413.0% | +278.8% |
| All | +1,387.3% | +146.6% | +1,240.7% | +490.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling