+43,607.4%
TJX vs SMTC
+69,847.7%
-26,240.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | -4.0% | +22.5% | -26.4% | -5.8% |
| 30D | -20.3% | +24.9% | -45.2% | -22.3% |
| 3M | -23.3% | +4.1% | -27.3% | -24.6% |
| 6M | -19.7% | +92.6% | -112.3% | -26.2% |
| YTD | -17.1% | +122.5% | -139.6% | -25.1% |
| 1Y | -8.8% | +166.2% | -175.0% | -19.4% |
| 3Y | +43.4% | +577.2% | -533.8% | +9.1% |
| 5Y | +95.2% | +119.0% | -23.7% | +63.1% |
| 10Y | +288.1% | +527.9% | -239.8% | +188.3% |
| All | +43,607.4% | +69,847.7% | -26,240.3% | +24,226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 all: compounded portfolio wealth divided by compounded SMTC 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…
all analysis · Full analysis span regression · 6 months rolling