+97.3%
TJX vs WEC
+30.3%
+67.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -4.4% | -1.3% | -3.1% | -4.1% |
| 30D | -18.6% | -0.4% | -18.2% | -18.5% |
| 3M | -24.4% | -6.8% | -17.6% | -23.1% |
| 6M | -20.2% | -6.4% | -13.9% | -19.1% |
| YTD | -16.9% | +2.5% | -19.4% | -17.6% |
| 1Y | -8.5% | -0.4% | -8.1% | -8.6% |
| 3Y | +43.7% | +38.5% | +5.2% | +32.4% |
| 5Y | +97.3% | +31.7% | +65.6% | +76.2% |
| All | +97.3% | +30.3% | +67.0% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling