+1,115.0%
RSP vs TJX
+3,507.5%
-2,392.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | +0.1% |
| 7D | -0.4% | -3.3% | +2.9% | +1.2% |
| 30D | -1.5% | -19.9% | +18.3% | +9.1% |
| 3M | +4.8% | -19.0% | +23.8% | +15.2% |
| 6M | +10.3% | -18.6% | +28.8% | +20.5% |
| YTD | +14.1% | -15.3% | +29.4% | +22.1% |
| 1Y | +17.0% | -7.3% | +24.4% | +19.8% |
| 3Y | +54.2% | +46.6% | +7.6% | +25.5% |
| 5Y | +51.5% | +98.5% | -47.0% | +4.4% |
| 10Y | +204.4% | +289.1% | -84.7% | +43.7% |
| All | +1,115.0% | +3,507.5% | -2,392.5% | +94.2% |
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