+97.2%
TJX vs EQT
+192.5%
-95.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.2% |
| 7D | -4.6% | -2.0% | -2.6% | -4.4% |
| 30D | -17.2% | 0.0% | -17.2% | -17.2% |
| 3M | -24.9% | +5.9% | -30.8% | -25.3% |
| 6M | -19.7% | -14.8% | -4.9% | -18.8% |
| YTD | -17.2% | +1.8% | -19.0% | -17.6% |
| 1Y | -9.4% | +7.4% | -16.8% | -10.4% |
| 3Y | +43.1% | +33.6% | +9.5% | +37.1% |
| All | +97.2% | +192.5% | -95.3% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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