+916.1%
WDC vs TJX
+95.5%
+820.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -4.3% | -4.6% | +0.3% | -2.8% |
| 30D | -1.5% | -17.2% | +15.7% | +5.0% |
| 3M | -15.5% | -24.9% | +9.4% | -7.3% |
| 6M | +66.5% | -19.7% | +86.1% | +76.2% |
| YTD | +159.9% | -17.2% | +177.1% | +170.2% |
| 1Y | +366.0% | -9.4% | +375.4% | +359.0% |
| 3Y | +1,285.8% | +43.1% | +1,242.7% | +946.8% |
| All | +916.1% | +95.5% | +820.6% | +523.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling