+3.2%
TJX vs BUD
+38.4%
-35.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.1% | +4.3% |
| 7D | +4.6% | +3.3% | +1.3% | +3.7% |
| 30D | +7.7% | +11.8% | -4.1% | +4.6% |
| 3M | -7.8% | -1.1% | -6.7% | -7.5% |
| 6M | -5.8% | +14.9% | -20.7% | -9.2% |
| YTD | -4.9% | +32.6% | -37.5% | -11.6% |
| 1Y | +3.2% | +37.2% | -34.0% | -5.1% |
| All | +3.2% | +38.4% | -35.2% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling