+504.3%
MUU vs TJX
+4.8%
+499.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.2% | -19.2% | -6.2% |
| 7D | -35.9% | +4.6% | -40.5% | -30.2% |
| 30D | -47.1% | +7.7% | -54.8% | -39.8% |
| 3M | -29.8% | -7.8% | -22.0% | -38.7% |
| 6M | +16.0% | -5.8% | +21.8% | +6.0% |
| YTD | +286.1% | -4.9% | +291.0% | +284.4% |
| 1Y | +504.3% | +3.2% | +501.2% | +508.2% |
| All | +504.3% | +4.8% | +499.5% | +508.2% |
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