+13.0%
HSY vs TD
+122.4%
-109.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | -0.4% | -2.6% | +2.2% | 0.0% |
| 30D | -3.4% | -1.0% | -2.4% | -3.3% |
| 3M | -0.5% | +5.6% | -6.1% | -1.7% |
| 6M | -19.1% | +27.1% | -46.2% | -23.1% |
| YTD | -2.1% | +29.4% | -31.5% | -7.3% |
| 1Y | -3.2% | +60.7% | -63.9% | -12.6% |
| 3Y | -8.8% | +127.6% | -136.4% | -23.6% |
| 5Y | +13.0% | +125.4% | -112.4% | -2.4% |
| All | +13.0% | +122.4% | -109.5% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling