+43.1%
TJX vs UUUU
+74.5%
-31.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.3% |
| 7D | -4.6% | -10.5% | +5.9% | -4.5% |
| 30D | -17.2% | -10.5% | -6.7% | -17.1% |
| 3M | -24.9% | -14.1% | -10.8% | -24.8% |
| 6M | -19.7% | -35.5% | +15.8% | -19.5% |
| YTD | -17.2% | -10.9% | -6.3% | -17.5% |
| 1Y | -9.4% | +3.4% | -12.8% | -10.4% |
| 3Y | +43.1% | +73.1% | -30.1% | +37.1% |
| All | +43.1% | +74.5% | -31.5% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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