-25.6%
TGT vs HSY
+12.8%
-38.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.4% | -1.5% |
| 7D | -5.0% | -0.4% | -4.6% | -4.9% |
| 30D | +3.0% | -3.4% | +6.5% | +4.2% |
| 3M | +22.6% | -0.5% | +23.1% | +22.8% |
| 6M | +31.2% | -19.1% | +50.3% | +39.8% |
| YTD | +63.7% | -2.1% | +65.8% | +63.2% |
| 1Y | +78.5% | -3.2% | +81.7% | +78.3% |
| 3Y | +40.5% | -8.8% | +49.3% | +42.0% |
| 5Y | -25.6% | +13.0% | -38.5% | -28.3% |
| All | -25.6% | +12.8% | -38.4% | -28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling