+770.8%
IVV vs TJX
+7,007.6%
-6,236.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.3% |
| 7D | +0.5% | -3.3% | +3.8% | +1.8% |
| 30D | -1.0% | -19.9% | +18.9% | +7.7% |
| 3M | +3.9% | -19.0% | +22.9% | +12.2% |
| 6M | +14.5% | -18.6% | +33.1% | +23.1% |
| YTD | +12.9% | -15.3% | +28.2% | +19.3% |
| 1Y | +19.4% | -7.3% | +26.7% | +21.5% |
| 3Y | +78.8% | +46.6% | +32.2% | +51.3% |
| 5Y | +82.2% | +98.5% | -16.3% | +35.0% |
| 10Y | +313.7% | +289.1% | +24.6% | +126.5% |
| All | +770.8% | +7,007.6% | -6,236.8% | +79.3% |
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 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