-0.6%
HSY vs TPG
+74.1%
-74.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.6% |
| 7D | +0.1% | -9.4% | +9.5% | 0.0% |
| 30D | -5.2% | -5.3% | +0.1% | -5.2% |
| 3M | -3.4% | +12.9% | -16.3% | -3.2% |
| 6M | -19.2% | +20.1% | -39.3% | -19.0% |
| YTD | -2.6% | -22.5% | +19.9% | -2.4% |
| 1Y | -3.8% | -19.7% | +15.9% | -3.6% |
| 3Y | -10.6% | +81.2% | -91.8% | -13.0% |
| All | -0.6% | +74.1% | -74.7% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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