-19.7%
TJX vs UUUU
-35.8%
+16.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | -0.4% |
| 7D | -4.6% | -10.5% | +5.9% | -4.8% |
| 30D | -17.2% | -10.5% | -6.7% | -17.3% |
| 3M | -24.9% | -14.1% | -10.8% | -24.7% |
| 6M | -19.7% | -35.5% | +15.8% | -19.2% |
| All | -19.7% | -35.8% | +16.1% | -19.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling