+43.1%
TJX vs DHI
+21.1%
+22.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.6% |
| 7D | -4.6% | -3.4% | -1.2% | -4.1% |
| 30D | -17.2% | -5.4% | -11.7% | -16.5% |
| 3M | -24.9% | -10.4% | -14.5% | -23.8% |
| 6M | -19.7% | -2.8% | -16.9% | -19.7% |
| YTD | -17.2% | -3.4% | -13.8% | -17.3% |
| 1Y | -9.4% | -22.9% | +13.5% | -7.0% |
| 3Y | +43.1% | +20.7% | +22.4% | +35.9% |
| All | +43.1% | +21.1% | +22.0% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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