+43.1%
TJX vs INDA
+7.9%
+35.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.7% |
| 7D | -4.6% | -2.7% | -1.9% | -3.7% |
| 30D | -17.2% | -2.8% | -14.4% | -16.3% |
| 3M | -24.9% | +1.6% | -26.5% | -25.4% |
| 6M | -19.7% | -1.4% | -18.2% | -19.4% |
| YTD | -17.2% | -10.1% | -7.1% | -14.3% |
| 1Y | -9.4% | -8.8% | -0.7% | -6.9% |
| 3Y | +43.1% | +7.6% | +35.5% | +33.8% |
| All | +43.1% | +7.9% | +35.2% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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