-8.8%
TJX vs WM
+0.5%
-9.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -4.0% | -1.2% | -2.8% | -3.7% |
| 30D | -20.3% | -4.5% | -15.9% | -19.6% |
| 3M | -23.3% | -2.2% | -21.1% | -22.7% |
| 6M | -19.7% | -11.5% | -8.3% | -18.6% |
| YTD | -17.1% | -0.7% | -16.5% | -17.6% |
| 1Y | -8.8% | +0.3% | -9.1% | -10.0% |
| All | -8.8% | +0.5% | -9.3% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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