+57.1%
TJX vs WM
+45.6%
+11.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +1.9% | +2.0% |
| 7D | -2.0% | -0.5% | -1.6% | -1.9% |
| 30D | -0.5% | +13.3% | -13.8% | -4.0% |
| 3M | -14.1% | +4.4% | -18.5% | -15.3% |
| 6M | -9.4% | +10.8% | -20.2% | -12.0% |
| YTD | -9.2% | +9.1% | -18.3% | -12.1% |
| 1Y | -3.3% | +19.1% | -22.5% | -8.9% |
| 3Y | +57.1% | +45.7% | +11.5% | +34.3% |
| All | +57.1% | +45.6% | +11.5% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling