+66.4%
TJX vs BAM
+67.8%
-1.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.8% |
| 7D | -4.0% | -3.9% | 0.0% | -3.3% |
| 30D | -20.3% | -8.8% | -11.5% | -19.2% |
| 3M | -23.3% | +2.2% | -25.5% | -23.7% |
| 6M | -19.7% | +5.9% | -25.7% | -20.8% |
| YTD | -17.1% | -6.1% | -11.0% | -16.7% |
| 1Y | -8.8% | -11.6% | +2.8% | -7.6% |
| 3Y | +43.4% | +51.7% | -8.3% | +30.3% |
| All | +66.4% | +67.8% | -1.4% | +49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling