+40.0%
PATH vs TJX
-4.4%
+44.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.1% | -16.5% | -16.6% |
| 7D | -16.3% | -2.2% | -14.1% | -16.7% |
| 30D | +9.9% | -17.1% | +27.1% | +6.5% |
| 3M | +30.2% | -16.5% | +46.6% | +26.9% |
| 6M | +37.2% | -17.8% | +55.0% | +32.8% |
| YTD | -7.3% | -13.2% | +5.9% | -7.8% |
| 1Y | +40.0% | -5.2% | +45.2% | +57.1% |
| All | +40.0% | -4.4% | +44.4% | +57.1% |
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 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