+97.2%
TJX vs PSA
+13.7%
+83.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.5% |
| 7D | -4.6% | -1.8% | -2.8% | -4.1% |
| 30D | -17.2% | -8.4% | -8.8% | -15.0% |
| 3M | -24.9% | -7.8% | -17.1% | -23.2% |
| 6M | -19.7% | +0.8% | -20.5% | -20.0% |
| YTD | -17.2% | +16.5% | -33.7% | -20.9% |
| 1Y | -9.4% | +4.7% | -14.1% | -11.0% |
| 3Y | +43.1% | +21.1% | +22.0% | +33.1% |
| All | +97.2% | +13.7% | +83.5% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 5y: compounded portfolio wealth divided by compounded PSA 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…
5y analysis · Full analysis span regression · 6 months rolling