+57.1%
TJX vs HTZ
-81.5%
+138.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.1% |
| 7D | -2.0% | -16.4% | +14.4% | -1.6% |
| 30D | -0.5% | -15.1% | +14.7% | 0.0% |
| 3M | -14.1% | -28.2% | +14.1% | -13.6% |
| 6M | -9.4% | -73.1% | +63.7% | -7.2% |
| YTD | -9.2% | -68.3% | +59.0% | -7.7% |
| 1Y | -3.3% | -75.2% | +71.9% | -1.1% |
| 3Y | +57.1% | -81.1% | +138.3% | +60.8% |
| All | +57.1% | -81.5% | +138.6% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling