+1,821.9%
BA vs TJX
+46,423.2%
-44,601.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +1.2% | -2.2% | +3.4% | +1.9% |
| 30D | -11.6% | -17.1% | +5.5% | -5.9% |
| 3M | -2.4% | -16.5% | +14.1% | +3.5% |
| 6M | -6.6% | -17.8% | +11.2% | -0.6% |
| YTD | -2.2% | -13.2% | +11.0% | +2.1% |
| 1Y | -8.0% | -5.2% | -2.8% | -6.9% |
| 3Y | -5.0% | +48.2% | -53.2% | -17.7% |
| 5Y | -2.7% | +99.8% | -102.5% | -23.7% |
| 10Y | +75.9% | +291.1% | -215.2% | +17.0% |
| All | +1,821.9% | +46,423.2% | -44,601.3% | +364.1% |
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