+95.2%
TJX vs URI
+215.5%
-120.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.4% |
| 7D | -4.0% | +5.0% | -8.9% | -4.9% |
| 30D | -20.3% | -9.4% | -10.9% | -18.9% |
| 3M | -23.3% | -5.8% | -17.4% | -22.8% |
| 6M | -19.7% | +25.8% | -45.6% | -24.6% |
| YTD | -17.1% | +27.9% | -45.0% | -22.9% |
| 1Y | -8.8% | +9.7% | -18.5% | -12.3% |
| 3Y | +43.4% | +128.0% | -84.6% | +7.9% |
| 5Y | +95.2% | +212.4% | -117.2% | +22.9% |
| All | +95.2% | +215.5% | -120.3% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling