-4.4%
HSY vs TECH
+34.8%
-39.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -5.0% | +0.3% | -5.3% | -5.0% |
| 3M | -1.3% | +32.9% | -34.2% | -1.3% |
| 6M | -21.5% | +32.1% | -53.6% | -21.6% |
| YTD | -3.3% | +23.4% | -26.7% | -3.3% |
| All | -4.4% | +34.8% | -39.2% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling