+43.2%
TJX vs ROIV
+230.5%
-187.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | -4.0% | +22.3% | -26.3% | -5.7% |
| 30D | -20.3% | +16.9% | -37.2% | -21.5% |
| 3M | -23.3% | +43.9% | -67.2% | -26.1% |
| 6M | -19.7% | +41.6% | -61.3% | -22.7% |
| YTD | -17.1% | +92.7% | -109.8% | -22.6% |
| 1Y | -8.8% | +210.2% | -219.0% | -19.2% |
| All | +43.2% | +230.5% | -187.3% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling