+2,396.1%
MUU vs TJX
+13.6%
+2,382.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.2% |
| 7D | -8.2% | -4.6% | -3.6% | -9.9% |
| 30D | +10.2% | -17.2% | +27.3% | +2.5% |
| 3M | -26.5% | -24.9% | -1.6% | -31.5% |
| 6M | +227.2% | -19.7% | +246.9% | +199.4% |
| YTD | +527.4% | -17.2% | +544.6% | +462.0% |
| 1Y | +1,843.7% | -9.4% | +1,853.1% | +1,471.5% |
| All | +2,396.1% | +13.6% | +2,382.5% | +1,170.1% |
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 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