+43,607.4%
TJX vs BEN
+4,825.3%
+38,782.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.6% |
| 7D | -4.0% | +3.4% | -7.3% | -5.1% |
| 30D | -20.3% | +1.8% | -22.1% | -20.9% |
| 3M | -23.3% | +8.4% | -31.6% | -25.8% |
| 6M | -19.7% | +35.6% | -55.4% | -28.7% |
| YTD | -17.1% | +46.4% | -63.5% | -28.6% |
| 1Y | -8.8% | +46.3% | -55.1% | -21.8% |
| 3Y | +43.4% | +54.6% | -11.2% | +16.2% |
| 5Y | +95.2% | +39.4% | +55.8% | +60.2% |
| 10Y | +288.1% | +57.6% | +230.5% | +185.7% |
| All | +43,607.4% | +4,825.3% | +38,782.1% | +6,903.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling