+84.8%
MRK vs TJX
-4.4%
+89.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +1.3% | -2.2% | +3.6% | +1.5% |
| 30D | +17.1% | -17.1% | +34.3% | +19.5% |
| 3M | +25.9% | -16.5% | +42.4% | +27.3% |
| 6M | +26.8% | -17.8% | +44.6% | +29.4% |
| YTD | +44.9% | -13.2% | +58.1% | +45.2% |
| 1Y | +84.8% | -5.2% | +90.0% | +84.1% |
| All | +84.8% | -4.4% | +89.3% | +84.1% |
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