+49.5%
TXN vs HSY
-4.1%
+53.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +3.8% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | -2.9% | -5.2% | +2.3% | -3.3% |
| 3M | -9.1% | -3.4% | -5.7% | -8.8% |
| 6M | +36.6% | -19.2% | +55.8% | +39.6% |
| YTD | +57.5% | -2.6% | +60.1% | +58.1% |
| 1Y | +49.5% | -3.8% | +53.3% | +49.6% |
| All | +49.5% | -4.1% | +53.6% | +49.6% |
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