-25.8%
TE vs HSY
+10.7%
-36.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | +0.3% |
| 7D | +3.8% | +6.6% | -2.7% | +10.8% |
| 30D | -26.2% | +8.4% | -34.6% | -19.5% |
| 3M | -49.7% | -1.8% | -48.0% | -49.1% |
| 6M | -46.5% | -2.6% | -43.8% | -44.9% |
| YTD | -59.1% | -2.0% | -57.2% | -50.3% |
| 1Y | -25.8% | +8.3% | -34.1% | +2.9% |
| All | -25.8% | +10.7% | -36.5% | +2.9% |
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