+45,672.9%
TJX vs WMB
+5,535.5%
+40,137.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.2% | +0.6% | -2.8% | -2.3% |
| 30D | -17.1% | +3.3% | -20.4% | -17.6% |
| 3M | -16.5% | +3.1% | -19.6% | -17.0% |
| 6M | -17.8% | -0.7% | -17.1% | -17.9% |
| YTD | -13.2% | +25.2% | -38.4% | -16.2% |
| 1Y | -5.2% | +32.9% | -38.1% | -9.3% |
| 3Y | +48.2% | +140.6% | -92.3% | +29.8% |
| 5Y | +99.8% | +273.5% | -173.7% | +63.7% |
| 10Y | +291.1% | +334.2% | -43.1% | +206.8% |
| All | +45,672.9% | +5,535.5% | +40,137.4% | +17,155.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling