-5.2%
TJX vs IOVA
+299.5%
-304.7%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -2.2% | +9.7% | -12.0% | -2.2% |
| 30D | -17.1% | +102.5% | -119.7% | -17.5% |
| 3M | -16.5% | +100.7% | -117.2% | -16.8% |
| 6M | -17.8% | +106.3% | -124.1% | -18.3% |
| YTD | -13.2% | +222.0% | -235.2% | -12.5% |
| 1Y | -5.2% | +299.5% | -304.7% | -4.0% |
| All | -5.2% | +299.5% | -304.7% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling