+60.4%
HL vs TGT
+6,106.6%
-6,046.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +2.4% |
| 7D | +0.4% | -3.6% | +4.0% | +1.0% |
| 30D | +18.8% | +4.4% | +14.4% | +17.9% |
| 3M | +43.7% | +25.4% | +18.4% | +37.9% |
| 6M | -1.0% | +33.4% | -34.4% | -6.3% |
| YTD | +8.7% | +65.6% | -56.9% | -1.0% |
| 1Y | +105.0% | +80.3% | +24.7% | +83.5% |
| 3Y | +427.3% | +42.1% | +385.1% | +383.9% |
| 5Y | +249.3% | -25.0% | +274.3% | +251.1% |
| 10Y | +284.2% | +208.2% | +76.0% | +210.8% |
| All | +60.4% | +6,106.6% | -6,046.2% | +12.7% |
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 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