+43.1%
TJX vs BTI
+109.4%
-66.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -4.6% | -0.2% | -4.4% | -4.6% |
| 30D | -17.2% | -1.1% | -16.1% | -17.0% |
| 3M | -24.9% | -8.8% | -16.1% | -23.8% |
| 6M | -19.7% | -4.0% | -15.7% | -19.3% |
| YTD | -17.2% | +0.4% | -17.6% | -17.6% |
| 1Y | -9.4% | +1.9% | -11.4% | -10.2% |
| 3Y | +43.1% | +108.5% | -65.4% | +20.8% |
| All | +43.1% | +109.4% | -66.3% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 3y: compounded portfolio wealth divided by compounded BTI 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…
3y analysis · Full analysis span regression · 6 months rolling