-9.4%
TJX vs WMB
+29.2%
-38.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | -4.6% | -1.0% | -3.5% | -4.6% |
| 30D | -17.2% | -0.4% | -16.7% | -17.1% |
| 3M | -24.9% | +3.2% | -28.1% | -24.8% |
| 6M | -19.7% | +0.1% | -19.7% | -19.7% |
| YTD | -17.2% | +23.9% | -41.1% | -18.3% |
| 1Y | -9.4% | +27.6% | -37.0% | -11.2% |
| All | -9.4% | +29.2% | -38.6% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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