+12,759.1%
TDG vs HSY
+436.5%
+12,322.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -2.4% | -3.0% | +0.5% | -1.2% |
| 30D | -8.0% | -5.0% | -3.0% | -6.1% |
| 3M | -10.5% | -1.3% | -9.2% | -10.3% |
| 6M | -11.9% | -21.5% | +9.6% | -3.4% |
| YTD | -15.4% | -3.3% | -12.1% | -15.4% |
| 1Y | -14.2% | -5.5% | -8.7% | -13.8% |
| 3Y | +51.0% | -9.9% | +61.0% | +50.1% |
| 5Y | +126.5% | +11.3% | +115.1% | +99.4% |
| 10Y | +535.6% | +128.1% | +407.5% | +303.5% |
| All | +12,759.1% | +436.5% | +12,322.6% | +4,536.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling