+3.2%
TJX vs WEC
+9.7%
-6.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.3% | +2.8% | +4.5% |
| 7D | +4.6% | +6.9% | -2.3% | +2.7% |
| 30D | +7.7% | +16.6% | -8.9% | +3.6% |
| 3M | -7.8% | +9.1% | -16.9% | -10.1% |
| 6M | -5.8% | +3.2% | -9.0% | -7.2% |
| YTD | -4.9% | +14.9% | -19.8% | -7.5% |
| 1Y | +3.2% | +9.2% | -6.0% | +2.1% |
| All | +3.2% | +9.7% | -6.5% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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