+1,463.3%
HSY vs TD
+7,806.2%
-6,342.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -1.6% | +0.9% | -2.4% | -1.7% |
| 30D | -4.2% | -0.7% | -3.6% | -4.2% |
| 3M | -0.7% | +6.3% | -7.0% | -2.3% |
| 6M | -21.8% | +27.9% | -49.7% | -26.3% |
| YTD | -2.7% | +29.8% | -32.5% | -8.7% |
| 1Y | -4.8% | +63.7% | -68.5% | -15.3% |
| 3Y | -9.4% | +128.3% | -137.7% | -25.7% |
| 5Y | +11.3% | +125.5% | -114.3% | -9.3% |
| 10Y | +125.0% | +296.7% | -171.7% | +58.8% |
| All | +1,463.3% | +7,806.2% | -6,342.9% | +504.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling