+97.2%
TJX vs HAL
+99.2%
-2.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -4.6% | -3.3% | -1.3% | -4.3% |
| 30D | -17.2% | +8.2% | -25.3% | -17.8% |
| 3M | -24.9% | -9.4% | -15.5% | -24.3% |
| 6M | -19.7% | +0.6% | -20.3% | -20.0% |
| YTD | -17.2% | +28.6% | -45.8% | -19.7% |
| 1Y | -9.4% | +63.9% | -73.3% | -14.6% |
| 3Y | +43.1% | -7.1% | +50.2% | +42.0% |
| All | +97.2% | +99.2% | -2.0% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling