+46,788.8%
TJX vs SWK
+1,536.3%
+45,252.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -3.6% | +11.0% | -14.6% | -7.4% |
| 30D | -2.5% | +30.1% | -32.6% | -11.8% |
| 3M | -16.2% | +14.7% | -30.9% | -20.8% |
| 6M | -12.4% | +44.5% | -56.9% | -24.7% |
| YTD | -11.1% | +59.4% | -70.5% | -27.2% |
| 1Y | -4.7% | +77.5% | -82.3% | -25.3% |
| 3Y | +54.8% | +49.5% | +5.4% | +21.4% |
| 5Y | +104.3% | -24.9% | +129.2% | +102.0% |
| 10Y | +332.7% | +31.8% | +301.0% | +221.1% |
| All | +46,788.8% | +1,536.3% | +45,252.5% | +8,783.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling