+534.0%
HAL vs TGT
+6,306.3%
-5,772.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.8% | +3.0% |
| 7D | +6.1% | +2.6% | +3.5% | +5.3% |
| 30D | +2.9% | +4.7% | -1.8% | +1.2% |
| 3M | +3.3% | +4.6% | -1.2% | +1.4% |
| 6M | -16.9% | +34.9% | -51.8% | -24.7% |
| YTD | +21.2% | +70.9% | -49.7% | +1.9% |
| 1Y | +27.5% | +84.4% | -56.8% | +4.7% |
| 3Y | -6.4% | +69.1% | -75.6% | -23.8% |
| 5Y | +58.0% | -26.9% | +84.9% | +59.4% |
| 10Y | -14.6% | +207.6% | -222.3% | -44.9% |
| All | +534.0% | +6,306.3% | -5,772.3% | +82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling