+15,250.0%
TER vs TJX
+44,323.9%
-29,073.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.3% | +4.0% |
| 7D | +12.4% | -4.0% | +16.3% | +14.0% |
| 30D | +5.1% | -20.3% | +25.5% | +14.7% |
| 3M | +4.0% | -23.3% | +27.2% | +13.9% |
| 6M | +29.5% | -19.7% | +49.3% | +39.6% |
| YTD | +98.5% | -17.1% | +115.6% | +110.5% |
| 1Y | +234.1% | -8.8% | +242.9% | +239.8% |
| 3Y | +289.0% | +43.4% | +245.6% | +230.1% |
| 5Y | +228.2% | +95.2% | +132.9% | +146.3% |
| 10Y | +1,895.7% | +288.1% | +1,607.6% | +1,014.3% |
| All | +15,250.0% | +44,323.9% | -29,073.9% | +2,081.8% |
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