+43,572.7%
TJX vs BDX
+5,179.2%
+38,393.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -4.6% | -3.2% | -1.4% | -3.7% |
| 30D | -17.2% | -2.5% | -14.6% | -16.6% |
| 3M | -24.9% | +21.4% | -46.3% | -29.5% |
| 6M | -19.7% | +10.4% | -30.1% | -22.5% |
| YTD | -17.2% | +18.8% | -36.0% | -22.2% |
| 1Y | -9.4% | +21.7% | -31.1% | -15.7% |
| 3Y | +43.1% | -10.0% | +53.0% | +43.5% |
| 5Y | +96.7% | -1.8% | +98.5% | +90.0% |
| 10Y | +287.7% | +58.8% | +229.0% | +212.7% |
| All | +43,572.7% | +5,179.2% | +38,393.5% | +9,391.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 all: compounded portfolio wealth divided by compounded BDX 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…
all analysis · Full analysis span regression · 6 months rolling