+3.4%
NU vs TJX
-4.4%
+7.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +7.5% | -2.2% | +9.7% | +7.7% |
| 30D | +6.1% | -17.1% | +23.3% | +8.5% |
| 3M | +26.8% | -16.5% | +43.3% | +29.1% |
| 6M | +2.5% | -17.8% | +20.3% | +2.7% |
| YTD | -8.2% | -13.2% | +5.0% | -6.1% |
| 1Y | +3.4% | -5.2% | +8.6% | +5.7% |
| All | +3.4% | -4.4% | +7.8% | +5.7% |
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