+283.6%
TJX vs BEN
+56.6%
+227.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.6% | -3.1% | -1.5% | -3.6% |
| 30D | -17.2% | +0.2% | -17.3% | -17.3% |
| 3M | -24.9% | +6.8% | -31.7% | -26.9% |
| 6M | -19.7% | +38.1% | -57.8% | -28.8% |
| YTD | -17.2% | +44.3% | -61.5% | -28.1% |
| 1Y | -9.4% | +42.6% | -52.0% | -21.2% |
| 3Y | +43.1% | +52.3% | -9.2% | +17.1% |
| 5Y | +96.7% | +37.6% | +59.1% | +62.3% |
| All | +283.6% | +56.6% | +227.0% | +167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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