-11.2%
HSY vs TD
+123.9%
-135.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | -3.0% | -1.9% | -1.0% | -2.7% |
| 30D | -5.0% | -1.6% | -3.4% | -4.9% |
| 3M | -1.3% | +4.6% | -5.9% | -2.3% |
| 6M | -21.5% | +26.8% | -48.3% | -25.2% |
| YTD | -3.3% | +28.3% | -31.6% | -8.1% |
| 1Y | -5.5% | +60.4% | -65.9% | -14.6% |
| All | -11.2% | +123.9% | -135.1% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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