+33,421.7%
TJX vs ZBRA
+8,746.0%
+24,675.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | -4.4% | -3.8% | -0.6% | -3.7% |
| 30D | -18.6% | -10.2% | -8.4% | -17.1% |
| 3M | -24.4% | +58.7% | -83.0% | -30.8% |
| 6M | -20.2% | +61.9% | -82.2% | -27.7% |
| YTD | -16.9% | +41.7% | -58.6% | -23.2% |
| 1Y | -8.5% | +12.4% | -20.9% | -12.3% |
| 3Y | +43.7% | +34.2% | +9.5% | +30.2% |
| 5Y | +97.3% | -40.8% | +138.1% | +102.5% |
| 10Y | +289.0% | +420.3% | -131.3% | +174.6% |
| All | +33,421.7% | +8,746.0% | +24,675.7% | +14,948.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling