+15.1%
TEAM vs TJX
+4.8%
+10.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.2% | -5.8% | 0.0% |
| 7D | -13.7% | +4.6% | -18.3% | -13.2% |
| 30D | -3.4% | +7.7% | -11.1% | -2.6% |
| 3M | +72.1% | -7.8% | +80.0% | +68.7% |
| 6M | +103.8% | -5.8% | +109.6% | +102.8% |
| YTD | +17.1% | -4.9% | +22.0% | +16.2% |
| 1Y | +15.1% | +3.2% | +11.9% | +11.4% |
| All | +15.1% | +4.8% | +10.3% | +11.4% |
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