-3.5%
BA vs TJX
+94.1%
-97.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -0.8% |
| 7D | -1.2% | -4.0% | +2.8% | +1.1% |
| 30D | -11.3% | -20.3% | +9.0% | +0.6% |
| 3M | -3.8% | -23.3% | +19.5% | +11.2% |
| 6M | -8.3% | -19.7% | +11.5% | +3.0% |
| YTD | -4.9% | -17.1% | +12.2% | +4.5% |
| 1Y | -10.1% | -8.8% | -1.3% | -7.1% |
| 3Y | -2.3% | +43.4% | -45.7% | -25.3% |
| 5Y | -3.5% | +95.2% | -98.7% | -39.9% |
| All | -3.5% | +94.1% | -97.6% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling