+360.5%
BE vs TJX
-4.4%
+364.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.4% | +7.3% |
| 7D | +20.0% | -2.2% | +22.2% | +18.6% |
| 30D | +7.9% | -17.1% | +25.1% | -2.1% |
| 3M | -13.2% | -16.5% | +3.3% | -19.1% |
| 6M | +53.5% | -17.8% | +71.3% | +40.4% |
| YTD | +191.0% | -13.2% | +204.2% | +181.7% |
| 1Y | +360.5% | -5.2% | +365.7% | +386.2% |
| All | +360.5% | -4.4% | +364.9% | +386.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling