+43.5%
TJX vs MSFU
+24.6%
+19.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -4.4% | -6.9% | +2.6% | -4.0% |
| 30D | -18.6% | -5.1% | -13.4% | -18.3% |
| 3M | -24.4% | +44.6% | -69.0% | -26.4% |
| 6M | -20.2% | +32.8% | -53.1% | -22.4% |
| YTD | -16.9% | -10.1% | -6.9% | -16.4% |
| 1Y | -8.5% | -19.4% | +10.9% | -7.0% |
| All | +43.5% | +24.6% | +19.0% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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