+8,803.0%
TJX vs URI
+7,970.4%
+832.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.9% |
| 7D | -0.3% | +6.7% | -7.1% | -1.7% |
| 30D | -5.6% | +8.9% | -14.5% | -7.4% |
| 3M | -12.3% | +0.5% | -12.9% | -12.8% |
| 6M | -7.7% | +20.7% | -28.4% | -12.2% |
| YTD | -11.4% | +40.0% | -51.4% | -19.3% |
| 1Y | -7.0% | +34.4% | -41.4% | -14.7% |
| 3Y | +53.3% | +149.5% | -96.2% | +19.9% |
| 5Y | +109.9% | +205.6% | -95.7% | +54.2% |
| 10Y | +310.0% | +1,183.1% | -873.2% | +114.4% |
| All | +8,803.0% | +7,970.4% | +832.7% | +1,807.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling