+52,902.4%
DHR vs TJX
+44,288.6%
+8,613.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.6% | -4.6% | +1.0% | -2.4% |
| 30D | -2.7% | -17.2% | +14.4% | +2.0% |
| 3M | +10.9% | -24.9% | +35.8% | +19.2% |
| 6M | +3.0% | -19.7% | +22.7% | +8.7% |
| YTD | -12.2% | -17.2% | +5.0% | -8.2% |
| 1Y | +3.3% | -9.4% | +12.7% | +5.4% |
| 3Y | -8.2% | +43.1% | -51.3% | -17.1% |
| 5Y | -29.9% | +96.7% | -126.6% | -42.2% |
| 10Y | +208.5% | +287.7% | -79.3% | +105.8% |
| All | +52,902.4% | +44,288.6% | +8,613.8% | +13,528.5% |
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