+4,408.8%
HSY vs TECH
+101,570.6%
-97,161.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +7.7% | +0.3% | +7.4% | +7.7% |
| 3M | -2.3% | +1.0% | -3.3% | -2.4% |
| 6M | -5.3% | +54.0% | -59.3% | -8.5% |
| YTD | -0.9% | +24.3% | -25.2% | -3.1% |
| 1Y | +5.2% | +23.7% | -18.5% | +2.8% |
| 3Y | +0.7% | +28.5% | -27.7% | -2.7% |
| 5Y | +12.2% | -41.2% | +53.4% | +13.6% |
| 10Y | +131.1% | +189.2% | -58.1% | +106.9% |
| All | +4,408.8% | +101,570.6% | -97,161.8% | +3,085.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling