+53.3%
TJX vs URI
+153.1%
-99.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | -0.3% | +6.7% | -7.1% | -0.9% |
| 30D | -5.6% | +8.9% | -14.5% | -6.4% |
| 3M | -12.3% | +0.5% | -12.9% | -12.5% |
| 6M | -7.7% | +20.7% | -28.4% | -9.9% |
| YTD | -11.4% | +40.0% | -51.4% | -15.6% |
| 1Y | -7.0% | +34.4% | -41.4% | -11.0% |
| 3Y | +53.3% | +149.5% | -96.2% | +33.9% |
| All | +53.3% | +153.1% | -99.9% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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