+595.7%
HAL vs TGT
+6,379.3%
-5,783.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.9% | +0.8% | +2.2% | +2.7% |
| 30D | +17.0% | +12.2% | +4.9% | +13.0% |
| 3M | -9.7% | +33.8% | -43.4% | -17.4% |
| 6M | +8.6% | +39.3% | -30.7% | -2.3% |
| YTD | +33.0% | +72.9% | -39.9% | +12.0% |
| 1Y | +68.3% | +84.6% | -16.2% | +38.7% |
| 3Y | +0.1% | +46.2% | -46.1% | -14.6% |
| 5Y | +102.6% | -21.3% | +124.0% | +100.7% |
| 10Y | +3.8% | +213.5% | -209.7% | -33.1% |
| All | +595.7% | +6,379.3% | -5,783.5% | +100.5% |
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