+13.0%
HSY vs TRI
-11.1%
+24.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.6% | +1.4% |
| 7D | -0.4% | -14.4% | +13.9% | +1.4% |
| 30D | -3.4% | -8.1% | +4.7% | -2.6% |
| 3M | -0.5% | +17.5% | -18.0% | -2.5% |
| 6M | -19.1% | -5.0% | -14.2% | -19.2% |
| YTD | -2.1% | -24.7% | +22.6% | +2.1% |
| 1Y | -3.2% | -41.5% | +38.3% | +6.4% |
| 3Y | -8.8% | -20.3% | +11.5% | -8.6% |
| 5Y | +13.0% | -10.9% | +23.9% | +7.8% |
| All | +13.0% | -11.1% | +24.1% | +7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling