+2,874.5%
V vs TJX
+1,893.8%
+980.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -0.5% |
| 7D | -1.1% | -3.3% | +2.2% | +0.6% |
| 30D | +1.9% | -19.9% | +21.7% | +14.0% |
| 3M | +15.5% | -19.0% | +34.6% | +28.3% |
| 6M | +16.6% | -18.6% | +35.2% | +28.6% |
| YTD | +5.7% | -15.3% | +21.0% | +13.9% |
| 1Y | +8.6% | -7.3% | +15.9% | +11.4% |
| 3Y | +52.5% | +46.6% | +5.9% | +21.9% |
| 5Y | +67.1% | +98.5% | -31.4% | +11.5% |
| 10Y | +376.8% | +289.1% | +87.7% | +107.3% |
| All | +2,874.5% | +1,893.8% | +980.8% | +343.5% |
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