+46,788.8%
TJX vs USB
+8,078.7%
+38,710.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -3.6% | 0.0% | -3.6% | -3.5% |
| 30D | -2.5% | +5.8% | -8.4% | -4.3% |
| 3M | -16.2% | -6.0% | -10.3% | -14.6% |
| 6M | -12.4% | +7.8% | -20.2% | -14.7% |
| YTD | -11.1% | +14.6% | -25.7% | -15.4% |
| 1Y | -4.7% | +31.8% | -36.5% | -13.5% |
| 3Y | +54.8% | +91.5% | -36.7% | +21.4% |
| 5Y | +104.3% | +22.0% | +82.2% | +81.2% |
| 10Y | +332.7% | +96.1% | +236.7% | +222.1% |
| All | +46,788.8% | +8,078.7% | +38,710.1% | +13,911.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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