+17,168.2%
ISRG vs TJX
+6,897.3%
+10,270.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -3.4% |
| 7D | -5.2% | -3.3% | -1.9% | -3.7% |
| 30D | -7.6% | -19.9% | +12.3% | +2.4% |
| 3M | -16.4% | -19.0% | +2.7% | -7.9% |
| 6M | -28.6% | -18.6% | -10.0% | -21.6% |
| YTD | -38.2% | -15.3% | -22.9% | -33.6% |
| 1Y | -25.5% | -7.3% | -18.2% | -23.4% |
| 3Y | +17.4% | +46.6% | -29.2% | -2.9% |
| 5Y | -3.0% | +98.5% | -101.5% | -30.9% |
| 10Y | +356.0% | +289.1% | +66.9% | +129.6% |
| All | +17,168.2% | +6,897.3% | +10,270.9% | +2,755.0% |
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