+43.2%
TER vs TJX
+4.8%
+38.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.2% | -12.0% | -4.3% |
| 7D | -19.9% | +4.6% | -24.5% | -17.9% |
| 30D | -43.5% | +7.7% | -51.2% | -41.7% |
| 3M | -37.8% | -7.8% | -30.0% | -38.7% |
| 6M | -25.6% | -5.8% | -19.8% | -27.9% |
| YTD | +29.8% | -4.9% | +34.7% | +29.5% |
| 1Y | +43.2% | +3.2% | +40.0% | +44.3% |
| All | +43.2% | +4.8% | +38.4% | +44.3% |
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 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