+4,451.0%
HSY vs THC
+550.9%
+3,900.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | +7.5% | +3.7% | +3.8% | +7.2% |
| 30D | +11.1% | +9.0% | +2.0% | +10.2% |
| 3M | -1.9% | +10.4% | -12.3% | -2.8% |
| 6M | -3.0% | +45.7% | -48.6% | -6.3% |
| YTD | 0.0% | +42.6% | -42.5% | -3.4% |
| 1Y | +9.4% | +38.8% | -29.3% | +5.8% |
| 3Y | +3.8% | +418.8% | -415.1% | -11.3% |
| 5Y | +15.2% | +275.7% | -260.5% | -0.9% |
| 10Y | +126.9% | +1,496.2% | -1,369.4% | +58.7% |
| All | +4,451.0% | +550.9% | +3,900.1% | +2,452.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling