+447.3%
HSY vs TRGP
+2,231.3%
-1,784.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | -3.3% | +0.8% | -4.1% | -3.4% |
| 30D | -2.8% | +11.5% | -14.3% | -3.6% |
| 3M | -4.5% | +9.0% | -13.5% | -5.2% |
| 6M | -24.2% | +20.5% | -44.7% | -25.3% |
| YTD | -2.7% | +59.5% | -62.3% | -6.1% |
| 1Y | -3.7% | +77.9% | -81.6% | -7.9% |
| 3Y | -11.5% | +253.6% | -265.0% | -20.5% |
| 5Y | +10.3% | +615.5% | -605.1% | -6.9% |
| 10Y | +122.1% | +897.1% | -775.0% | +65.6% |
| All | +447.3% | +2,231.3% | -1,784.0% | +269.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling