+97.2%
TJX vs HBAN
+35.2%
+62.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -4.6% | -1.0% | -3.6% | -4.3% |
| 30D | -17.2% | -5.6% | -11.6% | -15.8% |
| 3M | -24.9% | -1.1% | -23.8% | -24.8% |
| 6M | -19.7% | +9.9% | -29.5% | -22.0% |
| YTD | -17.2% | -0.9% | -16.3% | -17.5% |
| 1Y | -9.4% | -1.4% | -8.0% | -9.9% |
| 3Y | +43.1% | +78.2% | -35.1% | +15.4% |
| All | +97.2% | +35.2% | +62.0% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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