+43.1%
TJX vs ZBH
-20.7%
+63.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.4% |
| 7D | -4.6% | -4.7% | +0.1% | -4.1% |
| 30D | -17.2% | -4.5% | -12.7% | -16.7% |
| 3M | -24.9% | +7.6% | -32.5% | -25.5% |
| 6M | -19.7% | +0.3% | -19.9% | -20.0% |
| YTD | -17.2% | +4.5% | -21.7% | -17.9% |
| 1Y | -9.4% | -9.4% | 0.0% | -9.1% |
| 3Y | +43.1% | -21.5% | +64.6% | +46.8% |
| All | +43.1% | -20.7% | +63.8% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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