-14.9%
HAL vs TGT
+206.3%
-221.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +6.1% | +2.6% | +3.5% | +5.2% |
| 30D | +2.9% | +4.7% | -1.8% | +1.2% |
| 3M | +3.3% | +4.6% | -1.2% | +1.3% |
| 6M | -16.9% | +34.9% | -51.8% | -25.1% |
| YTD | +21.2% | +70.9% | -49.7% | +0.6% |
| 1Y | +27.5% | +84.4% | -56.8% | +3.1% |
| 3Y | -6.4% | +69.1% | -75.6% | -25.8% |
| 5Y | +58.0% | -26.9% | +84.9% | +61.0% |
| All | -14.9% | +206.3% | -221.1% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 10y: compounded portfolio wealth divided by compounded TGT 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…
10y analysis · Full analysis span regression · 6 months rolling