+494.4%
TEAM vs TJX
+287.7%
+206.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -5.2% | -4.6% | -0.6% | -3.4% |
| 30D | +15.8% | -17.2% | +32.9% | +24.3% |
| 3M | +101.5% | -24.9% | +126.4% | +125.0% |
| 6M | +138.2% | -19.7% | +157.8% | +157.4% |
| YTD | +10.8% | -17.2% | +28.0% | +17.8% |
| 1Y | +1.7% | -9.4% | +11.1% | +3.9% |
| 3Y | -16.0% | +43.1% | -59.1% | -29.2% |
| 5Y | -52.7% | +96.7% | -149.4% | -64.8% |
| All | +494.4% | +287.7% | +206.7% | +266.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling