+97.3%
TJX vs GEN
+21.5%
+75.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -4.4% | -4.3% | 0.0% | -3.7% |
| 30D | -18.6% | +3.8% | -22.3% | -19.1% |
| 3M | -24.4% | +22.3% | -46.6% | -26.8% |
| 6M | -20.2% | +39.0% | -59.2% | -24.8% |
| YTD | -16.9% | +11.9% | -28.8% | -18.6% |
| 1Y | -8.5% | +4.5% | -13.0% | -9.2% |
| 3Y | +43.7% | +59.0% | -15.3% | +29.5% |
| 5Y | +97.3% | +22.0% | +75.3% | +88.5% |
| All | +97.3% | +21.5% | +75.9% | +88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling