-7.4%
T vs HSY
+6.9%
-14.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.0% |
| 7D | +2.0% | +1.1% | +0.9% | +1.6% |
| 30D | -1.0% | +7.7% | -8.7% | -3.1% |
| 3M | -8.1% | -2.3% | -5.8% | -7.8% |
| 6M | -8.3% | -5.3% | -3.0% | -7.8% |
| YTD | -6.1% | -0.9% | -5.2% | -7.0% |
| 1Y | -7.4% | +5.2% | -12.6% | -12.2% |
| All | -7.4% | +6.9% | -14.3% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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