+1,453.4%
BA vs TJX
+47,966.0%
-46,512.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -0.6% | -1.5% | +1.0% | -0.1% |
| 30D | -8.0% | -3.6% | -4.5% | -6.9% |
| 3M | -25.8% | -10.3% | -15.5% | -23.1% |
| 6M | -27.6% | -8.6% | -19.0% | -25.7% |
| YTD | -21.0% | -10.3% | -10.6% | -18.4% |
| 1Y | -12.3% | -6.4% | -5.8% | -10.8% |
| 3Y | -12.8% | +55.0% | -67.8% | -25.6% |
| 5Y | -22.4% | +112.4% | -134.8% | -40.3% |
| 10Y | +24.6% | +314.9% | -290.3% | -18.6% |
| All | +1,453.4% | +47,966.0% | -46,512.6% | +270.7% |
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