+203.4%
TGT vs HDB
+32.9%
+170.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.9% |
| 7D | -5.0% | -6.2% | +1.1% | -3.8% |
| 30D | +3.0% | -6.2% | +9.3% | +4.4% |
| 3M | +22.6% | -5.9% | +28.5% | +23.7% |
| 6M | +31.2% | -25.9% | +57.1% | +38.8% |
| YTD | +63.7% | -40.2% | +103.9% | +80.8% |
| 1Y | +78.5% | -38.0% | +116.5% | +95.4% |
| 3Y | +40.5% | -30.5% | +71.0% | +48.5% |
| 5Y | -25.6% | -38.1% | +12.5% | -20.9% |
| All | +203.4% | +32.9% | +170.5% | +198.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling