+2,399.8%
TJX vs UUUU
-92.5%
+2,492.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.6% | +0.5% |
| 7D | -4.4% | -5.0% | +0.7% | -4.2% |
| 30D | -18.6% | -7.8% | -10.8% | -18.4% |
| 3M | -24.4% | -0.4% | -23.9% | -24.5% |
| 6M | -20.2% | -32.9% | +12.6% | -19.5% |
| YTD | -16.9% | -6.3% | -10.7% | -17.7% |
| 1Y | -8.5% | +7.9% | -16.4% | -10.5% |
| 3Y | +43.7% | +85.2% | -41.5% | +34.9% |
| 5Y | +97.3% | +97.0% | +0.4% | +81.6% |
| 10Y | +289.0% | +492.6% | -203.6% | +229.9% |
| All | +2,399.8% | -92.5% | +2,492.3% | +2,040.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling