+77.2%
TGT vs HSY
-4.1%
+81.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.3% |
| 7D | -5.2% | +0.1% | -5.3% | -5.3% |
| 30D | +1.2% | -5.2% | +6.4% | +3.0% |
| 3M | +18.4% | -3.4% | +21.8% | +19.7% |
| 6M | +33.4% | -19.2% | +52.6% | +40.8% |
| YTD | +63.8% | -2.6% | +66.4% | +60.9% |
| 1Y | +77.2% | -3.8% | +80.9% | +73.4% |
| All | +77.2% | -4.1% | +81.3% | +73.4% |
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