+50.4%
RSP vs TJX
+94.3%
-43.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -3.1% | -4.4% | +1.2% | -1.4% |
| 30D | -3.4% | -18.6% | +15.2% | +4.6% |
| 3M | +3.6% | -24.4% | +28.0% | +15.4% |
| 6M | +9.0% | -20.2% | +29.2% | +18.4% |
| YTD | +12.2% | -16.9% | +29.1% | +19.5% |
| 1Y | +15.6% | -8.5% | +24.1% | +17.8% |
| 3Y | +51.6% | +43.7% | +7.9% | +25.9% |
| 5Y | +50.4% | +97.3% | -46.9% | +8.1% |
| All | +50.4% | +94.3% | -43.9% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling