+43,607.4%
TJX vs HRB
+3,081.6%
+40,525.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.5% | -1.7% |
| 7D | -4.0% | -10.6% | +6.7% | -1.0% |
| 30D | -20.3% | -0.8% | -19.5% | -20.8% |
| 3M | -23.3% | +19.1% | -42.3% | -27.8% |
| 6M | -19.7% | +48.7% | -68.4% | -30.0% |
| YTD | -17.1% | +7.1% | -24.2% | -21.2% |
| 1Y | -8.8% | -8.3% | -0.5% | -9.5% |
| 3Y | +43.4% | +25.8% | +17.6% | +26.7% |
| 5Y | +95.2% | +111.1% | -15.9% | +43.9% |
| 10Y | +288.1% | +206.6% | +81.5% | +137.7% |
| All | +43,607.4% | +3,081.6% | +40,525.8% | +8,136.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling