-4.7%
TJX vs DOCS
-49.1%
+44.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -2.3% |
| 7D | -3.6% | -0.8% | -2.8% | -3.5% |
| 30D | -2.5% | +17.4% | -19.9% | -2.6% |
| 3M | -16.2% | +57.4% | -73.6% | -16.1% |
| 6M | -12.4% | +26.5% | -38.9% | -12.7% |
| YTD | -11.1% | -26.6% | +15.5% | -12.5% |
| 1Y | -4.7% | -48.1% | +43.3% | -6.3% |
| All | -4.7% | -49.1% | +44.4% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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