+49.0%
ADI vs TJX
-4.4%
+53.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +0.4% | -2.2% | +2.7% | +0.5% |
| 30D | -3.8% | -17.1% | +13.4% | -3.4% |
| 3M | -15.3% | -16.5% | +1.2% | -14.9% |
| 6M | +6.7% | -17.8% | +24.5% | +8.0% |
| YTD | +34.8% | -13.2% | +48.0% | +36.0% |
| 1Y | +49.0% | -5.2% | +54.2% | +49.2% |
| All | +49.0% | -4.4% | +53.4% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 TJX 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