+53.3%
TJX vs WMB
+121.9%
-68.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.3% | +7.8% | -8.2% | -0.8% |
| 30D | -5.6% | -5.1% | -0.5% | -5.4% |
| 3M | -12.3% | -4.7% | -7.6% | -12.2% |
| 6M | -7.7% | -7.4% | -0.3% | -7.5% |
| YTD | -11.4% | +17.5% | -28.9% | -13.9% |
| 1Y | -7.0% | +19.5% | -26.5% | -10.0% |
| 3Y | +53.3% | +121.3% | -68.0% | +31.4% |
| All | +53.3% | +121.9% | -68.6% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling