+2,614.5%
TJX vs WPM
+5,810.9%
-3,196.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +0.5% |
| 7D | -4.4% | -3.6% | -0.8% | -4.1% |
| 30D | -18.6% | +12.5% | -31.0% | -19.3% |
| 3M | -24.4% | +40.6% | -65.0% | -26.2% |
| 6M | -20.2% | +0.5% | -20.8% | -20.6% |
| YTD | -16.9% | +29.0% | -46.0% | -19.0% |
| 1Y | -8.5% | +43.8% | -52.3% | -11.6% |
| 3Y | +43.7% | +266.3% | -222.5% | +29.5% |
| 5Y | +97.3% | +255.1% | -157.8% | +77.0% |
| 10Y | +289.0% | +526.8% | -237.8% | +228.4% |
| All | +2,614.5% | +5,810.9% | -3,196.4% | +1,650.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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