+4,325.0%
HSY vs TECH
+101,053.8%
-96,728.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -2.8% | +0.7% | -3.5% | -2.9% |
| 3M | -4.5% | +36.3% | -40.8% | -6.8% |
| 6M | -24.2% | +25.6% | -49.8% | -25.9% |
| YTD | -2.7% | +23.7% | -26.4% | -4.9% |
| 1Y | -3.7% | +37.6% | -41.4% | -6.8% |
| 3Y | -11.5% | -6.6% | -4.9% | -12.6% |
| 5Y | +10.3% | -42.2% | +52.6% | +11.8% |
| 10Y | +122.1% | +187.6% | -65.4% | +98.8% |
| All | +4,325.0% | +101,053.8% | -96,728.8% | +3,027.8% |
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