-2.1%
HSY vs TRU
+58.0%
-60.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.4% | +0.6% |
| 7D | -2.1% | 0.0% | -2.2% | -2.2% |
| 30D | +6.1% | +21.3% | -15.2% | +4.4% |
| 3M | -5.6% | +0.2% | -5.9% | -6.0% |
| 6M | -9.5% | +22.4% | -31.9% | -10.8% |
| YTD | -2.1% | -4.8% | +2.7% | -2.6% |
| 1Y | +0.8% | -0.2% | +1.0% | 0.0% |
| 3Y | -2.1% | +57.9% | -60.1% | -12.4% |
| All | -2.1% | +58.0% | -60.1% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling