+125.0%
HSY vs TECH
+190.5%
-65.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -3.0% | -0.1% | -2.9% | -2.9% |
| 30D | -5.0% | +0.3% | -5.3% | -5.1% |
| 3M | -1.3% | +32.9% | -34.2% | -4.6% |
| 6M | -21.5% | +32.1% | -53.6% | -24.5% |
| YTD | -3.3% | +23.4% | -26.7% | -6.4% |
| 1Y | -5.5% | +34.1% | -39.5% | -9.7% |
| 3Y | -9.9% | +2.2% | -12.1% | -12.3% |
| 5Y | +11.3% | -41.8% | +53.2% | +16.1% |
| All | +125.0% | +190.5% | -65.5% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling