+77.2%
TGT vs HIG
+5.5%
+71.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -5.2% | -1.5% | -3.8% | -5.1% |
| 30D | +1.2% | -0.4% | +1.5% | +1.2% |
| 3M | +18.4% | +6.7% | +11.7% | +17.3% |
| 6M | +33.4% | +2.0% | +31.5% | +33.0% |
| YTD | +63.8% | +0.3% | +63.5% | +64.2% |
| 1Y | +77.2% | +4.2% | +73.0% | +76.3% |
| All | +77.2% | +5.5% | +71.7% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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