+97.2%
TJX vs DINO
+326.7%
-229.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -4.6% | +2.3% | -6.9% | -4.7% |
| 30D | -17.2% | +22.6% | -39.8% | -18.3% |
| 3M | -24.9% | +55.2% | -80.1% | -27.2% |
| 6M | -19.7% | +93.8% | -113.4% | -23.7% |
| YTD | -17.2% | +139.5% | -156.7% | -23.0% |
| 1Y | -9.4% | +115.3% | -124.7% | -15.1% |
| 3Y | +43.1% | +98.8% | -55.7% | +33.8% |
| All | +97.2% | +326.7% | -229.5% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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