+18.7%
NEE vs TJX
-9.1%
+27.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -1.3% | -4.6% | +3.2% | -1.1% |
| 30D | -3.3% | -17.2% | +13.8% | -2.3% |
| 3M | -2.3% | -24.9% | +22.7% | -0.9% |
| 6M | -8.9% | -19.7% | +10.8% | -7.4% |
| YTD | +4.8% | -17.2% | +22.0% | +6.0% |
| 1Y | +18.7% | -9.4% | +28.2% | +17.9% |
| All | +18.7% | -9.1% | +27.9% | +17.9% |
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