+136.0%
BAC vs TJX
+43.2%
+92.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -0.3% | -4.4% | +4.1% | +1.4% |
| 30D | -1.8% | -18.6% | +16.8% | +6.0% |
| 3M | +15.3% | -24.4% | +39.6% | +27.8% |
| 6M | +30.2% | -20.2% | +50.4% | +40.8% |
| YTD | +15.6% | -16.9% | +32.5% | +22.9% |
| 1Y | +27.5% | -8.5% | +36.0% | +29.9% |
| All | +136.0% | +43.2% | +92.9% | +98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling