+110.0%
HAL vs TGT
-22.7%
+132.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.5% |
| 7D | +0.5% | -0.6% | +1.1% | +0.6% |
| 30D | +15.9% | +9.5% | +6.4% | +13.2% |
| 3M | -8.7% | +32.3% | -41.0% | -15.3% |
| 6M | +9.0% | +37.0% | -28.0% | -0.1% |
| YTD | +32.0% | +71.0% | -39.0% | +13.7% |
| 1Y | +72.5% | +85.0% | -12.6% | +45.1% |
| 3Y | -4.5% | +46.8% | -51.4% | -17.7% |
| All | +110.0% | -22.7% | +132.7% | +114.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling