+98.5%
TJX vs WM
+53.3%
+45.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.2% |
| 7D | -3.3% | -0.9% | -2.4% | -3.0% |
| 30D | -19.9% | -4.3% | -15.5% | -18.7% |
| 3M | -19.0% | +0.8% | -19.8% | -19.3% |
| 6M | -18.6% | -10.8% | -7.8% | -15.8% |
| YTD | -15.3% | -0.1% | -15.2% | -15.8% |
| 1Y | -7.3% | +1.0% | -8.4% | -8.3% |
| 3Y | +46.6% | +45.1% | +1.5% | +26.4% |
| 5Y | +98.5% | +52.1% | +46.4% | +65.2% |
| All | +98.5% | +53.3% | +45.1% | +65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling