+2,221.2%
TJX vs WU
-22.3%
+2,243.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | -4.0% | -4.9% | +1.0% | -2.3% |
| 30D | -20.3% | -1.3% | -19.1% | -20.1% |
| 3M | -23.3% | -3.6% | -19.7% | -23.4% |
| 6M | -19.7% | -24.3% | +4.6% | -13.4% |
| YTD | -17.1% | -21.1% | +4.0% | -12.2% |
| 1Y | -8.8% | -10.3% | +1.5% | -8.1% |
| 3Y | +43.4% | -28.4% | +71.8% | +52.3% |
| 5Y | +95.2% | -51.2% | +146.4% | +132.6% |
| 10Y | +288.1% | -39.6% | +327.7% | +323.3% |
| All | +2,221.2% | -22.3% | +2,243.4% | +2,009.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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