+6,175.2%
TGT vs HSY
+4,405.8%
+1,769.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.1% | -1.1% |
| 7D | -0.6% | -1.6% | +0.9% | -0.1% |
| 30D | +9.5% | -4.2% | +13.8% | +11.2% |
| 3M | +32.3% | -0.7% | +33.0% | +32.5% |
| 6M | +37.0% | -21.8% | +58.8% | +48.7% |
| YTD | +71.0% | -2.7% | +73.7% | +71.3% |
| 1Y | +85.0% | -4.8% | +89.8% | +86.4% |
| 3Y | +46.8% | -9.4% | +56.2% | +47.4% |
| 5Y | -22.7% | +11.3% | -34.0% | -27.9% |
| 10Y | +216.3% | +125.0% | +91.2% | +125.6% |
| All | +6,175.2% | +4,405.8% | +1,769.5% | +1,442.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling