+36,968.5%
ADI vs TJX
+44,429.5%
-7,461.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +1.3% | -4.4% | +5.7% | +2.9% |
| 30D | -6.0% | -18.6% | +12.6% | +0.8% |
| 3M | -7.7% | -24.4% | +16.6% | +1.1% |
| 6M | +14.0% | -20.2% | +34.2% | +22.3% |
| YTD | +34.4% | -16.9% | +51.3% | +42.0% |
| 1Y | +48.0% | -8.5% | +56.5% | +51.0% |
| 3Y | +113.3% | +43.7% | +69.6% | +86.4% |
| 5Y | +131.1% | +97.3% | +33.8% | +79.9% |
| 10Y | +628.7% | +289.0% | +339.8% | +341.9% |
| All | +36,968.5% | +44,429.5% | -7,461.0% | +5,114.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling