+10.1%
UNH vs TJX
-9.1%
+19.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -4.6% | 0.0% | -4.2% |
| 30D | -6.5% | -17.2% | +10.6% | -5.3% |
| 3M | -6.0% | -24.9% | +18.9% | -4.5% |
| 6M | +33.7% | -19.7% | +53.3% | +34.9% |
| YTD | +16.4% | -17.2% | +33.6% | +15.4% |
| 1Y | +10.1% | -9.4% | +19.5% | +9.7% |
| All | +10.1% | -9.1% | +19.2% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 1y: compounded portfolio wealth divided by compounded TJX 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…
1y analysis · Full analysis span regression · 6 months rolling