-24.1%
NU vs TJX
+4.8%
-28.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.2% | -1.9% | +2.1% |
| 7D | +0.2% | +4.6% | -4.4% | -0.8% |
| 30D | -21.0% | +7.7% | -28.7% | -22.2% |
| 3M | -16.3% | -7.8% | -8.5% | -16.2% |
| 6M | -15.3% | -5.8% | -9.5% | -16.3% |
| YTD | -28.4% | -4.9% | -23.5% | -27.8% |
| 1Y | -24.1% | +3.2% | -27.3% | -27.2% |
| All | -24.1% | +4.8% | -28.9% | -27.2% |
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