+66.1%
T vs HSY
+13.1%
+52.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.5% | -1.6% | 0.0% | -1.2% |
| 30D | +7.6% | -4.2% | +11.8% | +8.7% |
| 3M | +15.3% | -0.7% | +16.0% | +15.4% |
| 6M | -8.5% | -21.8% | +13.3% | -3.3% |
| YTD | +6.8% | -2.7% | +9.4% | +6.8% |
| 1Y | -7.2% | -4.8% | -2.4% | -6.9% |
| 3Y | +108.2% | -9.4% | +117.6% | +110.8% |
| 5Y | +66.1% | +11.3% | +54.8% | +49.5% |
| All | +66.1% | +13.1% | +52.9% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling