+43.1%
TJX vs ZBRA
+35.9%
+7.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.2% | -0.5% |
| 7D | -4.6% | -3.4% | -1.2% | -4.3% |
| 30D | -17.2% | -7.4% | -9.8% | -16.6% |
| 3M | -24.9% | +57.5% | -82.4% | -28.5% |
| 6M | -19.7% | +64.0% | -83.6% | -24.2% |
| YTD | -17.2% | +44.3% | -61.5% | -21.0% |
| 1Y | -9.4% | +10.9% | -20.3% | -11.1% |
| 3Y | +43.1% | +37.5% | +5.6% | +35.5% |
| All | +43.1% | +35.9% | +7.2% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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