+146.6%
TJX vs RPRX
+52.7%
+93.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -4.6% | -8.4% | +3.8% | -3.1% |
| 30D | -17.2% | -0.6% | -16.5% | -17.1% |
| 3M | -24.9% | +6.4% | -31.3% | -25.9% |
| 6M | -19.7% | +26.6% | -46.3% | -23.4% |
| YTD | -17.2% | +53.8% | -71.0% | -23.9% |
| 1Y | -9.4% | +62.8% | -72.2% | -17.8% |
| 3Y | +43.1% | +118.0% | -75.0% | +21.4% |
| 5Y | +96.7% | +71.2% | +25.5% | +76.3% |
| All | +146.6% | +52.7% | +93.9% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling