+283.6%
TJX vs WEC
+146.6%
+137.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.6% | -0.6% | -4.0% | -4.4% |
| 30D | -17.2% | -2.6% | -14.5% | -16.4% |
| 3M | -24.9% | -6.0% | -18.9% | -23.3% |
| 6M | -19.7% | -5.4% | -14.2% | -18.3% |
| YTD | -17.2% | +2.5% | -19.7% | -18.2% |
| 1Y | -9.4% | -0.7% | -8.7% | -9.6% |
| 3Y | +43.1% | +38.7% | +4.3% | +25.2% |
| 5Y | +96.7% | +31.7% | +65.0% | +72.7% |
| All | +283.6% | +146.6% | +137.1% | +205.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling