+2.6%
HAL vs TGT
+207.4%
-204.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -3.3% | -5.2% | +1.9% | -1.8% |
| 30D | +8.2% | +1.2% | +7.0% | +7.6% |
| 3M | -9.4% | +18.4% | -27.8% | -14.5% |
| 6M | +0.6% | +33.4% | -32.8% | -9.0% |
| YTD | +28.6% | +63.8% | -35.2% | +8.6% |
| 1Y | +63.9% | +77.2% | -13.3% | +34.7% |
| 3Y | -7.1% | +41.8% | -48.9% | -21.7% |
| 5Y | +102.3% | -25.5% | +127.9% | +104.5% |
| All | +2.6% | +207.4% | -204.8% | -35.7% |
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