+43.1%
TJX vs DOW
-36.3%
+79.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | -0.3% |
| 7D | -4.6% | -1.4% | -3.2% | -4.5% |
| 30D | -17.2% | -3.9% | -13.2% | -17.1% |
| 3M | -24.9% | -12.7% | -12.2% | -24.6% |
| 6M | -19.7% | -13.7% | -6.0% | -19.9% |
| YTD | -17.2% | +28.4% | -45.6% | -20.5% |
| 1Y | -9.4% | +21.8% | -31.2% | -12.8% |
| 3Y | +43.1% | -35.7% | +78.8% | +44.5% |
| All | +43.1% | -36.3% | +79.3% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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