+43.5%
TJX vs TECH
+1.2%
+42.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -4.4% | -0.5% | -3.9% | -4.3% |
| 30D | -18.6% | 0.0% | -18.6% | -18.6% |
| 3M | -24.4% | +37.4% | -61.8% | -26.2% |
| 6M | -20.2% | +36.9% | -57.1% | -22.5% |
| YTD | -16.9% | +23.1% | -40.0% | -18.7% |
| 1Y | -8.5% | +42.2% | -50.8% | -12.1% |
| All | +43.5% | +1.2% | +42.3% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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