+56.4%
TXN vs HSY
+12.8%
+43.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.2% |
| 7D | +2.0% | -0.4% | +2.4% | +2.0% |
| 30D | -8.0% | -3.4% | -4.5% | -7.7% |
| 3M | -7.8% | -0.5% | -7.2% | -8.0% |
| 6M | +32.4% | -19.1% | +51.6% | +36.0% |
| YTD | +51.7% | -2.1% | +53.8% | +51.3% |
| 1Y | +44.3% | -3.2% | +47.5% | +44.0% |
| 3Y | +71.3% | -8.8% | +80.1% | +71.4% |
| 5Y | +56.4% | +13.0% | +43.5% | +49.6% |
| All | +56.4% | +12.8% | +43.6% | +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 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