+45.6%
BMY vs TJX
+4.8%
+40.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.2% | -1.2% | +2.6% |
| 7D | +6.0% | +4.6% | +1.4% | +4.7% |
| 30D | +9.1% | +7.7% | +1.4% | +7.2% |
| 3M | -2.6% | -7.8% | +5.2% | 0.0% |
| 6M | +13.1% | -5.8% | +18.9% | +14.6% |
| YTD | +23.0% | -4.9% | +27.9% | +25.2% |
| 1Y | +45.6% | +3.2% | +42.4% | +45.3% |
| All | +45.6% | +4.8% | +40.8% | +45.3% |
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