+126.5%
HSY vs TRU
+147.2%
-20.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | +0.1% | -2.7% | +2.8% | +0.5% |
| 30D | -5.2% | -2.0% | -3.1% | -4.9% |
| 3M | -3.4% | +18.4% | -21.8% | -5.9% |
| 6M | -19.2% | +8.9% | -28.1% | -20.6% |
| YTD | -2.6% | -8.9% | +6.3% | -2.1% |
| 1Y | -3.8% | -15.9% | +12.1% | -2.3% |
| 3Y | -10.6% | -1.1% | -9.5% | -14.5% |
| 5Y | +12.3% | -35.2% | +47.5% | +18.2% |
| All | +126.5% | +147.2% | -20.7% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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