+88.6%
TGT vs HBM
+47.3%
+41.3%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.6% | +2.0% | +5.6% |
| 7D | +9.5% | -5.8% | +15.3% | +9.5% |
| 30D | +6.6% | -18.5% | +25.1% | +6.9% |
| 3M | +11.0% | -10.3% | +21.2% | +11.1% |
| 6M | +29.9% | +2.1% | +27.7% | +28.2% |
| YTD | +71.4% | +12.0% | +59.4% | +61.4% |
| 1Y | +88.6% | +49.8% | +38.8% | +66.4% |
| All | +88.6% | +47.3% | +41.3% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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