+934.0%
BE vs TJX
+191.1%
+742.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.2% |
| 7D | +9.7% | -4.4% | +14.1% | +13.4% |
| 30D | +22.4% | -18.6% | +41.0% | +42.9% |
| 3M | +10.4% | -24.4% | +34.7% | +34.3% |
| 6M | +67.9% | -20.2% | +88.1% | +94.0% |
| YTD | +197.5% | -16.9% | +214.4% | +230.4% |
| 1Y | +310.6% | -8.5% | +319.1% | +315.0% |
| 3Y | +1,657.2% | +43.7% | +1,613.5% | +1,077.5% |
| 5Y | +1,218.2% | +97.3% | +1,120.8% | +565.3% |
| All | +934.0% | +191.1% | +742.9% | +183.4% |
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 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