+43.5%
TJX vs GEN
+58.8%
-15.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | -4.4% | -4.3% | 0.0% | -3.9% |
| 30D | -18.6% | +3.8% | -22.3% | -18.9% |
| 3M | -24.4% | +22.3% | -46.6% | -26.0% |
| 6M | -20.2% | +39.0% | -59.2% | -23.3% |
| YTD | -16.9% | +11.9% | -28.8% | -17.6% |
| 1Y | -8.5% | +4.5% | -13.0% | -8.2% |
| All | +43.5% | +58.8% | -15.2% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling