+755.1%
TEAM vs TJX
+315.5%
+439.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -7.8% | -4.4% | -3.4% | -6.1% |
| 30D | +16.5% | -18.6% | +35.1% | +26.2% |
| 3M | +96.2% | -24.4% | +120.5% | +119.1% |
| 6M | +130.2% | -20.2% | +150.4% | +150.1% |
| YTD | +10.7% | -16.9% | +27.7% | +17.7% |
| 1Y | +3.0% | -8.5% | +11.5% | +4.9% |
| 3Y | -13.1% | +43.7% | -56.8% | -27.1% |
| 5Y | -52.7% | +97.3% | -150.1% | -65.1% |
| 10Y | +509.1% | +289.0% | +220.2% | +238.5% |
| All | +755.1% | +315.5% | +439.6% | +340.6% |
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 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