+0.6%
HSY vs LTH
+240.3%
-239.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.6% |
| 7D | +1.3% | +7.0% | -5.7% | +1.1% |
| 30D | +6.6% | +15.4% | -8.8% | +6.1% |
| 3M | -4.1% | +7.0% | -11.1% | -4.4% |
| 6M | -5.2% | +46.9% | -52.1% | -6.1% |
| YTD | -2.5% | +76.4% | -79.0% | -3.9% |
| 1Y | +4.7% | +83.7% | -79.0% | +3.2% |
| 3Y | +0.6% | +248.9% | -248.3% | -8.3% |
| All | +0.6% | +240.3% | -239.7% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 3y: compounded portfolio wealth divided by compounded LTH 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…
3y analysis · Full analysis span regression · 6 months rolling