+1,862.1%
T vs TJX
+44,429.5%
-42,567.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.4% | -4.4% | +1.9% | -1.5% |
| 30D | +4.3% | -18.6% | +22.9% | +8.8% |
| 3M | +11.6% | -24.4% | +35.9% | +18.2% |
| 6M | -5.6% | -20.2% | +14.7% | -1.3% |
| YTD | +6.6% | -16.9% | +23.5% | +10.4% |
| 1Y | -8.4% | -8.5% | +0.1% | -7.0% |
| 3Y | +107.8% | +43.7% | +64.1% | +90.8% |
| 5Y | +68.3% | +97.3% | -29.0% | +42.8% |
| 10Y | +71.1% | +289.0% | -217.8% | +24.1% |
| All | +1,862.1% | +44,429.5% | -42,567.4% | +591.3% |
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