+284.9%
TJX vs ASX
+974.7%
-689.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.3% | +3.5% | +0.8% |
| 7D | -4.4% | +6.5% | -10.9% | -5.5% |
| 30D | -18.6% | +3.1% | -21.7% | -19.2% |
| 3M | -24.4% | +17.4% | -41.7% | -27.9% |
| 6M | -20.2% | +85.4% | -105.7% | -31.7% |
| YTD | -16.9% | +150.1% | -167.0% | -33.8% |
| 1Y | -8.5% | +256.3% | -264.8% | -33.2% |
| 3Y | +43.7% | +446.9% | -403.1% | -9.1% |
| 5Y | +97.3% | +447.1% | -349.8% | +20.6% |
| All | +284.9% | +974.7% | -689.8% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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