+57.1%
TJX vs SW
+48.2%
+8.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | -2.0% | +1.8% | -3.9% | -2.2% |
| 30D | -0.5% | +7.0% | -7.5% | -1.1% |
| 3M | -14.1% | -7.6% | -6.5% | -13.6% |
| 6M | -9.4% | +8.5% | -17.9% | -10.4% |
| YTD | -9.2% | +17.7% | -26.9% | -11.2% |
| 1Y | -3.3% | +27.1% | -30.4% | -6.1% |
| 3Y | +57.1% | +48.2% | +8.9% | +54.1% |
| All | +57.1% | +48.2% | +8.9% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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