+84.4%
TGT vs HDB
-29.0%
+113.4%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.1% | +0.3% |
| 7D | +2.6% | +2.7% | -0.1% | +2.2% |
| 30D | +4.7% | +14.1% | -9.5% | +2.7% |
| 3M | +4.6% | +11.8% | -7.3% | +2.8% |
| 6M | +34.9% | +8.2% | +26.7% | +31.6% |
| YTD | +70.9% | -29.3% | +100.2% | +66.6% |
| 1Y | +84.4% | -28.8% | +113.1% | +80.5% |
| All | +84.4% | -29.0% | +113.4% | +80.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling