+129,820.1%
UNH vs TJX
+44,288.6%
+85,531.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -4.6% | 0.0% | -3.4% |
| 30D | -6.5% | -17.2% | +10.6% | -2.1% |
| 3M | -6.0% | -24.9% | +18.9% | +0.7% |
| 6M | +33.7% | -19.7% | +53.3% | +40.4% |
| YTD | +16.4% | -17.2% | +33.6% | +21.3% |
| 1Y | +10.1% | -9.4% | +19.5% | +12.2% |
| 3Y | -16.3% | +43.1% | -59.4% | -24.4% |
| 5Y | +2.1% | +96.7% | -94.6% | -16.0% |
| 10Y | +233.1% | +287.7% | -54.7% | +129.4% |
| All | +129,820.1% | +44,288.6% | +85,531.4% | +29,660.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling