+283.6%
TJX vs HAL
+4.5%
+279.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -4.6% | -3.3% | -1.3% | -4.0% |
| 30D | -17.2% | +8.2% | -25.3% | -18.5% |
| 3M | -24.9% | -9.4% | -15.5% | -23.8% |
| 6M | -19.7% | +0.6% | -20.3% | -20.4% |
| YTD | -17.2% | +28.6% | -45.8% | -22.1% |
| 1Y | -9.4% | +63.9% | -73.3% | -19.3% |
| 3Y | +43.1% | -7.1% | +50.2% | +40.1% |
| 5Y | +96.7% | +102.3% | -5.6% | +52.3% |
| All | +283.6% | +4.5% | +279.1% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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