+283.6%
TJX vs HRB
+209.1%
+74.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.5% |
| 7D | -4.6% | -8.0% | +3.4% | -2.6% |
| 30D | -17.2% | -16.0% | -1.2% | -13.6% |
| 3M | -24.9% | +26.9% | -51.8% | -30.1% |
| 6M | -19.7% | +51.1% | -70.8% | -29.5% |
| YTD | -17.2% | +7.1% | -24.3% | -20.4% |
| 1Y | -9.4% | -9.6% | +0.2% | -8.8% |
| 3Y | +43.1% | +25.4% | +17.7% | +27.0% |
| 5Y | +96.7% | +114.9% | -18.2% | +42.2% |
| All | +283.6% | +209.1% | +74.5% | +128.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling