+97.2%
TJX vs TECH
-43.3%
+140.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -4.6% | -0.4% | -4.2% | -4.5% |
| 30D | -17.2% | 0.0% | -17.1% | -17.2% |
| 3M | -24.9% | +33.7% | -58.6% | -28.3% |
| 6M | -19.7% | +34.9% | -54.6% | -24.0% |
| YTD | -17.2% | +23.2% | -40.4% | -20.8% |
| 1Y | -9.4% | +36.3% | -45.7% | -15.3% |
| 3Y | +43.1% | +2.3% | +40.8% | +37.9% |
| All | +97.2% | -43.3% | +140.5% | +108.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling