-9.4%
TJX vs BAM
-11.5%
+2.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | -4.6% | -6.6% | +2.0% | -4.2% |
| 30D | -17.2% | -12.4% | -4.7% | -16.5% |
| 3M | -24.9% | +2.4% | -27.3% | -25.0% |
| 6M | -19.7% | +7.9% | -27.6% | -19.9% |
| YTD | -17.2% | -7.0% | -10.2% | -17.5% |
| 1Y | -9.4% | -13.4% | +4.0% | -10.3% |
| All | -9.4% | -11.5% | +2.1% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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