+97.2%
TJX vs HRB
+114.1%
-16.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | -4.6% | -8.0% | +3.4% | -3.5% |
| 30D | -17.2% | -16.0% | -1.2% | -15.2% |
| 3M | -24.9% | +26.9% | -51.8% | -27.9% |
| 6M | -19.7% | +51.1% | -70.8% | -25.3% |
| YTD | -17.2% | +7.1% | -24.3% | -18.1% |
| 1Y | -9.4% | -9.6% | +0.2% | -7.5% |
| 3Y | +43.1% | +25.4% | +17.7% | +33.2% |
| All | +97.2% | +114.1% | -16.9% | +60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling