+229.2%
TER vs TJX
-9.1%
+238.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.4% |
| 7D | +6.4% | -4.6% | +10.9% | +4.5% |
| 30D | -5.7% | -17.2% | +11.5% | -12.1% |
| 3M | -0.4% | -24.9% | +24.5% | -7.3% |
| 6M | +25.8% | -19.7% | +45.5% | +15.0% |
| YTD | +96.4% | -17.2% | +113.6% | +85.2% |
| 1Y | +229.2% | -9.4% | +238.7% | +246.1% |
| All | +229.2% | -9.1% | +238.4% | +246.1% |
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