+43,572.7%
TJX vs MRSH
+3,263.4%
+40,309.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -4.6% | -4.8% | +0.2% | -2.5% |
| 30D | -17.2% | -6.3% | -10.8% | -14.7% |
| 3M | -24.9% | +5.8% | -30.7% | -27.0% |
| 6M | -19.7% | +2.8% | -22.5% | -21.3% |
| YTD | -17.2% | -3.1% | -14.1% | -17.1% |
| 1Y | -9.4% | -11.3% | +1.8% | -5.9% |
| 3Y | +43.1% | -5.0% | +48.0% | +43.0% |
| 5Y | +96.7% | +19.2% | +77.5% | +76.2% |
| 10Y | +287.7% | +217.4% | +70.4% | +124.7% |
| All | +43,572.7% | +3,263.4% | +40,309.3% | +6,646.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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