+5.8%
HSY vs THC
+50.5%
-44.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.6% | -2.9% |
| 7D | +1.3% | +7.5% | -6.2% | +0.1% |
| 30D | +6.6% | +9.6% | -3.0% | +5.1% |
| 3M | -4.1% | +10.3% | -14.4% | -5.7% |
| 6M | -5.2% | +51.8% | -57.0% | -11.3% |
| YTD | -2.5% | +45.4% | -48.0% | -8.3% |
| All | +5.8% | +50.5% | -44.7% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling