-3.8%
HSY vs TROW
+4.9%
-8.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.6% |
| 7D | +0.1% | -3.2% | +3.3% | 0.0% |
| 30D | -5.2% | -4.6% | -0.6% | -5.3% |
| 3M | -3.4% | -0.7% | -2.8% | -2.8% |
| 6M | -19.2% | +22.2% | -41.4% | -16.8% |
| YTD | -2.6% | +6.6% | -9.3% | -1.5% |
| 1Y | -3.8% | +5.8% | -9.6% | -2.1% |
| All | -3.8% | +4.9% | -8.7% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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