+1.6%
TJX vs PLTU
+140.2%
-138.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.2% |
| 7D | -4.0% | -0.8% | -3.2% | -4.0% |
| 30D | -20.3% | -8.8% | -11.5% | -20.3% |
| 3M | -23.3% | +41.7% | -64.9% | -23.9% |
| 6M | -19.7% | -9.3% | -10.5% | -20.1% |
| YTD | -17.1% | -35.2% | +18.1% | -17.0% |
| 1Y | -8.8% | -29.5% | +20.7% | -9.4% |
| All | +1.6% | +140.2% | -138.6% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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