+661.8%
TGT vs HDB
+3,812.1%
-3,150.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +0.8% | +0.4% | +0.3% | +0.7% |
| 30D | +12.2% | -2.8% | +15.0% | +12.9% |
| 3M | +33.8% | -3.5% | +37.3% | +34.4% |
| 6M | +39.3% | -24.7% | +64.0% | +48.4% |
| YTD | +72.9% | -36.6% | +109.4% | +91.8% |
| 1Y | +84.6% | -34.4% | +118.9% | +102.8% |
| 3Y | +46.2% | -24.4% | +70.6% | +52.9% |
| 5Y | -21.3% | -35.4% | +14.0% | -15.4% |
| 10Y | +213.5% | +39.5% | +174.0% | +162.6% |
| All | +661.8% | +3,812.1% | -3,150.3% | +174.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling