+97.2%
TJX vs BEN
+36.0%
+61.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.6% | -3.1% | -1.5% | -3.8% |
| 30D | -17.2% | +0.2% | -17.3% | -17.2% |
| 3M | -24.9% | +6.8% | -31.7% | -26.4% |
| 6M | -19.7% | +38.1% | -57.8% | -26.6% |
| YTD | -17.2% | +44.3% | -61.5% | -25.5% |
| 1Y | -9.4% | +42.6% | -52.0% | -18.4% |
| 3Y | +43.1% | +52.3% | -9.2% | +23.2% |
| All | +97.2% | +36.0% | +61.2% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling