+54.2%
RGTI vs TJX
+98.5%
-44.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | +0.5% | -4.6% | +5.0% | +3.3% |
| 30D | -17.1% | -17.2% | +0.1% | -7.2% |
| 3M | -26.0% | -24.9% | -1.1% | -12.6% |
| 6M | -9.9% | -19.7% | +9.8% | +0.8% |
| YTD | -31.1% | -17.2% | -13.9% | -25.2% |
| 1Y | -8.5% | -9.4% | +0.9% | -8.4% |
| 3Y | +652.2% | +43.1% | +609.1% | +444.9% |
| 5Y | +56.8% | +96.7% | -39.9% | -8.5% |
| All | +54.2% | +98.5% | -44.3% | -9.9% |
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