+284.9%
TJX vs PRU
+138.7%
+146.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.5% | -0.1% |
| 7D | -4.4% | -3.8% | -0.5% | -2.6% |
| 30D | -18.6% | -2.0% | -16.5% | -17.8% |
| 3M | -24.4% | +14.0% | -38.3% | -28.9% |
| 6M | -20.2% | +27.2% | -47.5% | -28.9% |
| YTD | -16.9% | +9.1% | -26.0% | -21.0% |
| 1Y | -8.5% | +18.1% | -26.6% | -16.3% |
| 3Y | +43.7% | +44.3% | -0.5% | +15.8% |
| 5Y | +97.3% | +45.7% | +51.6% | +55.0% |
| All | +284.9% | +138.7% | +146.2% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PRU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling