+3.2%
TJX vs HRB
+16.9%
-13.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.4% | +0.8% | +5.0% |
| 7D | +4.6% | +16.0% | -11.4% | +3.9% |
| 30D | +7.7% | +32.1% | -24.4% | +6.6% |
| 3M | -7.8% | +21.5% | -29.3% | -8.6% |
| 6M | -5.8% | +82.1% | -87.9% | -6.7% |
| YTD | -4.9% | +31.6% | -36.5% | -3.2% |
| 1Y | +3.2% | +15.9% | -12.7% | +6.3% |
| All | +3.2% | +16.9% | -13.8% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling