+2,981.5%
MUU vs TJX
-4.4%
+2,985.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.7% | +11.5% |
| 7D | +17.4% | -2.2% | +19.6% | +13.3% |
| 30D | +24.0% | -17.1% | +41.1% | -9.2% |
| 3M | -23.9% | -16.5% | -7.4% | -40.6% |
| 6M | +284.4% | -17.8% | +302.2% | +199.7% |
| YTD | +583.7% | -13.2% | +596.9% | +494.8% |
| 1Y | +2,981.5% | -5.2% | +2,986.7% | +3,141.7% |
| All | +2,981.5% | -4.4% | +2,985.9% | +3,141.7% |
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