+284.9%
TJX vs AMT
+103.9%
+181.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.7% |
| 7D | -4.4% | -2.7% | -1.7% | -3.6% |
| 30D | -18.6% | +2.0% | -20.6% | -19.1% |
| 3M | -24.4% | -9.3% | -15.1% | -22.3% |
| 6M | -20.2% | -5.2% | -15.0% | -19.3% |
| YTD | -16.9% | +0.5% | -17.4% | -17.7% |
| 1Y | -8.5% | -7.3% | -1.2% | -7.2% |
| 3Y | +43.7% | +6.2% | +37.5% | +35.4% |
| 5Y | +97.3% | -31.2% | +128.5% | +114.5% |
| All | +284.9% | +103.9% | +181.0% | +230.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling