-7.0%
TJX vs ROIV
+87.6%
-94.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.1% |
| 7D | -0.3% | +1.7% | -2.0% | -0.4% |
| 30D | -5.6% | +17.6% | -23.2% | -6.1% |
| 3M | -12.3% | +9.0% | -21.3% | -12.7% |
| 6M | -7.7% | +35.3% | -43.0% | -10.3% |
| YTD | -11.4% | +82.2% | -93.6% | -14.3% |
| 1Y | -7.0% | +92.3% | -99.3% | -10.0% |
| All | -7.0% | +87.6% | -94.7% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling