+33,829.3%
HD vs TGT
+6,306.3%
+27,523.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +1.5% | +2.6% | -1.1% | +0.2% |
| 30D | +18.0% | +4.7% | +13.3% | +15.5% |
| 3M | +2.8% | +4.6% | -1.8% | +0.4% |
| 6M | +17.0% | +34.9% | -17.9% | +0.4% |
| YTD | +3.5% | +70.9% | -67.4% | -21.5% |
| 1Y | -2.6% | +84.4% | -86.9% | -28.9% |
| 3Y | +30.7% | +69.1% | -38.4% | -7.4% |
| 5Y | +6.2% | -26.9% | +33.1% | +9.2% |
| 10Y | +242.7% | +207.6% | +35.1% | +53.2% |
| All | +33,829.3% | +6,306.3% | +27,523.0% | +2,441.5% |
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