+43,711.4%
TJX vs FISV
+10,150.0%
+33,561.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.3% | +0.1% |
| 7D | -4.4% | -7.2% | +2.8% | -2.3% |
| 30D | -18.6% | -7.2% | -11.4% | -17.0% |
| 3M | -24.4% | -8.2% | -16.2% | -23.0% |
| 6M | -20.2% | -17.7% | -2.5% | -16.7% |
| YTD | -16.9% | -27.2% | +10.2% | -10.7% |
| 1Y | -8.5% | -63.0% | +54.5% | +13.7% |
| 3Y | +43.7% | -59.8% | +103.5% | +68.6% |
| 5Y | +97.3% | -55.8% | +153.1% | +122.1% |
| 10Y | +289.0% | -2.4% | +291.4% | +252.0% |
| All | +43,711.4% | +10,150.0% | +33,561.4% | +15,621.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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