+838.3%
HSY vs TRI
+518.6%
+319.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.5% | +6.6% | +1.6% |
| 7D | -1.6% | -7.1% | +5.5% | 0.0% |
| 30D | -4.2% | -2.3% | -1.9% | -3.9% |
| 3M | -0.7% | +19.6% | -20.3% | -5.6% |
| 6M | -21.8% | -8.7% | -13.1% | -21.3% |
| YTD | -2.7% | -22.3% | +19.6% | +1.0% |
| 1Y | -4.8% | -40.7% | +35.9% | +5.9% |
| 3Y | -9.4% | -17.8% | +8.4% | -8.8% |
| 5Y | +11.3% | -8.5% | +19.8% | +7.7% |
| 10Y | +125.0% | +192.6% | -67.6% | +59.5% |
| All | +838.3% | +518.6% | +319.6% | +405.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling