-6.7%
TJX vs SWK
+74.6%
-81.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -3.6% | +11.0% | -14.6% | -5.2% |
| 30D | -2.5% | +30.1% | -32.6% | -6.2% |
| 3M | -16.2% | +14.7% | -30.9% | -18.0% |
| 6M | -12.4% | +44.5% | -56.9% | -18.0% |
| YTD | -11.1% | +59.4% | -70.5% | -19.8% |
| All | -6.7% | +74.6% | -81.2% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling