+12.0%
HSY vs TRGP
+628.1%
-616.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -5.2% | +8.0% | -13.2% | -5.4% |
| 3M | -3.4% | +8.3% | -11.7% | -3.6% |
| 6M | -19.2% | +23.9% | -43.1% | -19.8% |
| YTD | -2.6% | +59.6% | -62.3% | -4.0% |
| 1Y | -3.8% | +79.4% | -83.2% | -5.5% |
| 3Y | -10.6% | +269.4% | -280.1% | -18.8% |
| All | +12.0% | +628.1% | -616.1% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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