+283.6%
TJX vs GEN
+159.8%
+123.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -4.6% | -1.3% | -3.3% | -4.4% |
| 30D | -17.2% | +6.1% | -23.3% | -17.9% |
| 3M | -24.9% | +27.0% | -51.9% | -27.6% |
| 6M | -19.7% | +43.9% | -63.5% | -24.4% |
| YTD | -17.2% | +13.0% | -30.2% | -19.2% |
| 1Y | -9.4% | +4.0% | -13.4% | -10.5% |
| 3Y | +43.1% | +66.2% | -23.1% | +29.7% |
| 5Y | +96.7% | +23.2% | +73.5% | +84.6% |
| All | +283.6% | +159.8% | +123.8% | +204.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling