-11.0%
TJX vs SOLS
+17.0%
-28.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.6% | -3.5% | -1.1% | -4.5% |
| 30D | -17.2% | -1.0% | -16.2% | -17.2% |
| 3M | -24.9% | -24.1% | -0.8% | -23.9% |
| 6M | -19.7% | -18.0% | -1.7% | -19.2% |
| YTD | -17.2% | +27.1% | -44.3% | -19.3% |
| All | -11.0% | +17.0% | -28.0% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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