+18.7%
PATH vs TJX
-6.3%
+25.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.4% | -5.4% | -8.1% |
| 7D | -22.8% | -3.3% | -19.5% | -23.2% |
| 30D | -6.9% | -19.9% | +12.9% | -10.1% |
| 3M | +25.4% | -19.0% | +44.5% | +21.7% |
| 6M | +18.1% | -18.6% | +36.7% | +14.8% |
| YTD | -14.5% | -15.3% | +0.8% | -15.2% |
| 1Y | +18.7% | -7.3% | +26.1% | +31.6% |
| All | +18.7% | -6.3% | +25.0% | +31.6% |
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