+165.2%
TJX vs DOW
-15.9%
+181.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -4.0% | -6.0% | +2.1% | -2.3% |
| 30D | -20.3% | -2.7% | -17.6% | -19.9% |
| 3M | -23.3% | -10.5% | -12.8% | -21.3% |
| 6M | -19.7% | -12.4% | -7.3% | -18.6% |
| YTD | -17.1% | +30.0% | -47.2% | -26.9% |
| 1Y | -8.8% | +27.8% | -36.6% | -20.1% |
| 3Y | +43.4% | -34.9% | +78.3% | +55.8% |
| 5Y | +95.2% | -35.9% | +131.1% | +108.9% |
| All | +165.2% | -15.9% | +181.1% | +107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling