+2,771.1%
NOW vs TJX
+658.3%
+2,112.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.9% |
| 7D | -2.4% | -2.2% | -0.1% | -1.3% |
| 30D | +20.5% | -17.1% | +37.7% | +31.4% |
| 3M | +18.3% | -16.5% | +34.8% | +28.3% |
| 6M | +24.1% | -17.8% | +41.9% | +34.6% |
| YTD | -7.8% | -13.2% | +5.4% | -2.9% |
| 1Y | -21.4% | -5.2% | -16.2% | -20.9% |
| 3Y | +19.5% | +48.2% | -28.7% | -4.5% |
| 5Y | +4.1% | +99.8% | -95.7% | -28.6% |
| 10Y | +826.4% | +291.1% | +535.3% | +326.6% |
| All | +2,771.1% | +658.3% | +2,112.8% | +828.9% |
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 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