+43,711.4%
TJX vs BHP
+7,637.4%
+36,073.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.5% | +1.5% |
| 7D | -4.4% | -3.7% | -0.6% | -3.5% |
| 30D | -18.6% | -0.8% | -17.7% | -18.6% |
| 3M | -24.4% | +7.6% | -32.0% | -26.2% |
| 6M | -20.2% | +20.8% | -41.0% | -24.8% |
| YTD | -16.9% | +50.8% | -67.7% | -26.3% |
| 1Y | -8.5% | +70.9% | -79.4% | -21.6% |
| 3Y | +43.7% | +78.0% | -34.3% | +19.9% |
| 5Y | +97.3% | +113.1% | -15.8% | +52.9% |
| 10Y | +289.0% | +483.0% | -194.1% | +128.0% |
| All | +43,711.4% | +7,637.4% | +36,073.9% | +9,509.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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