+97.2%
TJX vs DHI
+61.2%
+36.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.7% |
| 7D | -4.6% | -3.4% | -1.2% | -3.8% |
| 30D | -17.2% | -5.4% | -11.7% | -16.1% |
| 3M | -24.9% | -10.4% | -14.5% | -23.1% |
| 6M | -19.7% | -2.8% | -16.9% | -19.7% |
| YTD | -17.2% | -3.4% | -13.8% | -17.4% |
| 1Y | -9.4% | -22.9% | +13.5% | -4.8% |
| 3Y | +43.1% | +20.7% | +22.4% | +26.2% |
| All | +97.2% | +61.2% | +36.0% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling