+2,173.1%
TJX vs MUB
+76.3%
+2,096.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -3.3% | -0.3% | -3.0% | -3.1% |
| 30D | -19.9% | -1.5% | -18.3% | -19.2% |
| 3M | -19.0% | -1.9% | -17.1% | -18.3% |
| 6M | -18.6% | -1.7% | -16.9% | -17.9% |
| YTD | -15.3% | -0.8% | -14.5% | -15.0% |
| 1Y | -7.3% | +1.5% | -8.8% | -8.0% |
| 3Y | +46.6% | +8.8% | +37.8% | +40.8% |
| 5Y | +98.5% | +2.0% | +96.5% | +95.9% |
| 10Y | +289.1% | +18.0% | +271.1% | +272.8% |
| All | +2,173.1% | +76.3% | +2,096.8% | +2,031.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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