+46,630.9%
TJX vs WMB
+5,189.1%
+41,441.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -0.3% | +7.8% | -8.2% | -1.4% |
| 30D | -5.6% | -5.1% | -0.5% | -5.1% |
| 3M | -12.3% | -4.7% | -7.6% | -12.0% |
| 6M | -7.7% | -7.4% | -0.3% | -7.1% |
| YTD | -11.4% | +17.5% | -28.9% | -13.9% |
| 1Y | -7.0% | +19.5% | -26.5% | -9.9% |
| 3Y | +53.3% | +121.3% | -68.0% | +35.5% |
| 5Y | +109.9% | +200.5% | -90.6% | +77.0% |
| 10Y | +310.0% | +281.9% | +28.1% | +226.5% |
| All | +46,630.9% | +5,189.1% | +41,441.8% | +17,634.3% |
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