+84.6%
TGT vs HSY
-3.5%
+88.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.6% |
| 7D | +0.8% | -3.3% | +4.1% | +1.9% |
| 30D | +12.2% | -2.8% | +15.0% | +13.3% |
| 3M | +33.8% | -4.5% | +38.3% | +35.5% |
| 6M | +39.3% | -24.2% | +63.5% | +48.9% |
| YTD | +72.9% | -2.7% | +75.6% | +70.0% |
| 1Y | +84.6% | -3.7% | +88.3% | +80.8% |
| All | +84.6% | -3.5% | +88.1% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling