+128.1%
HSY vs THC
+1,002.8%
-874.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -0.9% |
| 7D | -3.0% | +4.1% | -7.0% | -3.3% |
| 30D | -5.0% | +3.5% | -8.6% | -5.3% |
| 3M | -1.3% | +61.7% | -63.1% | -5.1% |
| 6M | -21.5% | +11.8% | -33.3% | -22.5% |
| YTD | -3.3% | +35.4% | -38.7% | -5.9% |
| 1Y | -5.5% | +37.0% | -42.5% | -8.3% |
| 3Y | -9.9% | +260.1% | -270.0% | -19.9% |
| 5Y | +11.3% | +262.6% | -251.2% | -2.6% |
| 10Y | +128.1% | +1,039.2% | -911.1% | +69.5% |
| All | +128.1% | +1,002.8% | -874.7% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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