+321.4%
TJX vs SUI
+122.5%
+198.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | -0.1% |
| 7D | -5.7% | -2.4% | -3.3% | -4.9% |
| 30D | -3.9% | +3.3% | -7.2% | -5.0% |
| 3M | -12.1% | +0.7% | -12.8% | -12.5% |
| 6M | -7.8% | -4.1% | -3.7% | -6.6% |
| YTD | -10.4% | -1.8% | -8.5% | -10.2% |
| 1Y | -5.5% | -4.1% | -1.5% | -4.6% |
| 3Y | +55.0% | +17.4% | +37.6% | +41.3% |
| 5Y | +114.2% | -27.0% | +141.2% | +134.9% |
| All | +321.4% | +122.5% | +198.8% | +254.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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