+97.2%
TJX vs BBIO
+42.7%
+54.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -4.6% | -3.2% | -1.4% | -4.5% |
| 30D | -17.2% | -13.6% | -3.6% | -16.6% |
| 3M | -24.9% | +7.2% | -32.1% | -25.2% |
| 6M | -19.7% | +1.5% | -21.1% | -19.9% |
| YTD | -17.2% | -5.3% | -11.9% | -17.3% |
| 1Y | -9.4% | +37.7% | -47.1% | -11.2% |
| 3Y | +43.1% | +153.9% | -110.8% | +34.6% |
| All | +97.2% | +42.7% | +54.5% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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