+43.5%
TJX vs HAL
-7.2%
+50.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.3% |
| 7D | -4.4% | -3.3% | -1.1% | -4.3% |
| 30D | -18.6% | +7.2% | -25.8% | -18.8% |
| 3M | -24.4% | -8.8% | -15.6% | -24.0% |
| 6M | -20.2% | +3.0% | -23.2% | -20.5% |
| YTD | -16.9% | +29.4% | -46.3% | -18.5% |
| 1Y | -8.5% | +62.8% | -71.3% | -11.8% |
| All | +43.5% | -7.2% | +50.8% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling