+4,353.6%
HSY vs TECH
+101,682.4%
-97,328.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -2.1% | +0.1% | -2.3% | -2.1% |
| 30D | +6.1% | +0.5% | +5.6% | +6.1% |
| 3M | -5.6% | +1.1% | -6.7% | -5.7% |
| 6M | -9.5% | +62.8% | -72.4% | -12.9% |
| YTD | -2.1% | +24.5% | -26.6% | -4.3% |
| 1Y | +0.8% | +20.6% | -19.9% | -1.3% |
| 3Y | -2.1% | +29.5% | -31.6% | -5.5% |
| 5Y | +11.2% | -40.9% | +52.2% | +12.6% |
| 10Y | +128.3% | +189.5% | -61.2% | +104.3% |
| All | +4,353.6% | +101,682.4% | -97,328.7% | +3,046.6% |
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