+133.9%
HL vs TGT
+84.5%
+49.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.5% |
| 7D | +1.5% | +0.8% | +0.7% | +1.5% |
| 30D | +25.1% | +12.2% | +12.9% | +26.3% |
| 3M | +22.9% | +33.8% | -10.9% | +26.6% |
| 6M | -4.9% | +39.3% | -44.2% | -2.5% |
| YTD | +7.8% | +72.9% | -65.0% | +12.1% |
| 1Y | +133.9% | +84.6% | +49.3% | +127.7% |
| All | +133.9% | +84.5% | +49.4% | +127.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling