-40.1%
INTU vs TJX
+42.7%
-82.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | -3.3% | -4.6% | +1.2% | -1.6% |
| 30D | -3.9% | -17.2% | +13.2% | +2.8% |
| 3M | +16.6% | -24.9% | +41.5% | +28.9% |
| 6M | -26.4% | -19.7% | -6.8% | -20.9% |
| YTD | -51.0% | -17.2% | -33.8% | -48.1% |
| 1Y | -50.8% | -9.4% | -41.3% | -50.3% |
| 3Y | -40.1% | +43.1% | -83.1% | -51.9% |
| All | -40.1% | +42.7% | -82.8% | -51.9% |
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