+98.5%
TJX vs ACWI
+67.7%
+30.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.1% |
| 7D | -3.3% | +1.1% | -4.3% | -3.9% |
| 30D | -19.9% | -0.2% | -19.7% | -19.8% |
| 3M | -19.0% | +4.7% | -23.7% | -21.8% |
| 6M | -18.6% | +14.5% | -33.0% | -26.4% |
| YTD | -15.3% | +14.6% | -29.9% | -23.8% |
| 1Y | -7.3% | +21.4% | -28.8% | -20.4% |
| 3Y | +46.6% | +77.6% | -31.0% | -8.8% |
| 5Y | +98.5% | +68.1% | +30.4% | +33.0% |
| All | +98.5% | +67.7% | +30.8% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling