+97.2%
TJX vs UUUU
+79.1%
+18.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.1% |
| 7D | -4.6% | -10.5% | +5.9% | -4.1% |
| 30D | -17.2% | -10.5% | -6.7% | -16.8% |
| 3M | -24.9% | -14.1% | -10.8% | -24.6% |
| 6M | -19.7% | -35.5% | +15.8% | -18.5% |
| YTD | -17.2% | -10.9% | -6.3% | -18.3% |
| 1Y | -9.4% | +3.4% | -12.8% | -12.6% |
| 3Y | +43.1% | +73.1% | -30.1% | +28.4% |
| All | +97.2% | +79.1% | +18.1% | +71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling