+289.1%
TJX vs IP
+20.7%
+268.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -1.8% |
| 7D | -3.3% | +0.1% | -3.3% | -3.3% |
| 30D | -19.9% | -11.2% | -8.6% | -16.9% |
| 3M | -19.0% | +12.3% | -31.4% | -22.9% |
| 6M | -18.6% | -5.2% | -13.3% | -18.7% |
| YTD | -15.3% | -4.0% | -11.3% | -16.3% |
| 1Y | -7.3% | -19.2% | +11.9% | -3.6% |
| 3Y | +46.6% | +20.3% | +26.2% | +22.9% |
| 5Y | +98.5% | -17.5% | +116.0% | +93.1% |
| 10Y | +289.1% | +21.2% | +267.9% | +188.9% |
| All | +289.1% | +20.7% | +268.4% | +188.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling