+126.5%
HSY vs TRI
+196.2%
-69.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.0% |
| 7D | +0.1% | -7.9% | +8.0% | +1.9% |
| 30D | -5.2% | -4.5% | -0.7% | -4.4% |
| 3M | -3.4% | +22.1% | -25.5% | -8.5% |
| 6M | -19.2% | -2.8% | -16.4% | -19.8% |
| YTD | -2.6% | -23.4% | +20.8% | +2.9% |
| 1Y | -3.8% | -41.5% | +37.8% | +11.0% |
| 3Y | -10.6% | -19.2% | +8.6% | -10.3% |
| 5Y | +12.3% | -9.4% | +21.7% | +6.4% |
| All | +126.5% | +196.2% | -69.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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