+96.2%
SMH vs TJX
-4.4%
+100.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +2.5% | -2.2% | +4.8% | +1.9% |
| 30D | -0.5% | -17.1% | +16.7% | -4.9% |
| 3M | -9.6% | -16.5% | +6.8% | -13.1% |
| 6M | +42.1% | -17.8% | +59.9% | +35.1% |
| YTD | +57.4% | -13.2% | +70.7% | +54.0% |
| 1Y | +96.2% | -5.2% | +101.4% | +98.5% |
| All | +96.2% | -4.4% | +100.6% | +98.5% |
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