+113.2%
WDC vs TJX
+4.8%
+108.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.2% | -12.0% | -3.1% |
| 7D | -18.3% | +4.6% | -22.9% | -15.3% |
| 30D | -26.7% | +7.7% | -34.4% | -22.6% |
| 3M | -40.9% | -7.8% | -33.1% | -44.5% |
| 6M | -26.8% | -5.8% | -21.0% | -30.1% |
| YTD | +88.2% | -4.9% | +93.1% | +85.6% |
| 1Y | +113.2% | +3.2% | +110.0% | +117.1% |
| All | +113.2% | +4.8% | +108.4% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 1y: compounded portfolio wealth divided by compounded TJX 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…
1y analysis · Full analysis span regression · 6 months rolling