+44,577.7%
TJX vs HAL
+592.7%
+43,985.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -3.3% | +0.5% | -3.7% | -3.4% |
| 30D | -19.9% | +15.9% | -35.8% | -22.0% |
| 3M | -19.0% | -8.7% | -10.3% | -18.1% |
| 6M | -18.6% | +9.0% | -27.6% | -20.4% |
| YTD | -15.3% | +32.0% | -47.3% | -20.0% |
| 1Y | -7.3% | +72.5% | -79.8% | -16.9% |
| 3Y | +46.6% | -4.5% | +51.1% | +42.8% |
| 5Y | +98.5% | +109.7% | -11.2% | +62.2% |
| 10Y | +289.1% | +1.2% | +287.9% | +224.8% |
| All | +44,577.7% | +592.7% | +43,985.0% | +21,374.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling