+43.2%
TJX vs WMB
+145.3%
-102.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -4.0% | 0.0% | -3.9% | -4.0% |
| 30D | -20.3% | +4.6% | -24.9% | -20.7% |
| 3M | -23.3% | +5.7% | -29.0% | -23.8% |
| 6M | -19.7% | +4.2% | -23.9% | -20.3% |
| YTD | -17.1% | +26.8% | -44.0% | -20.0% |
| 1Y | -8.8% | +34.7% | -43.5% | -13.0% |
| All | +43.2% | +145.3% | -102.2% | +16.1% |
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