-24.5%
TE vs HSY
-8.8%
-15.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -8.0% | -6.6% |
| 7D | +0.9% | -0.4% | +1.3% | +0.9% |
| 30D | -16.3% | -3.4% | -12.8% | -16.6% |
| 3M | -40.8% | -0.5% | -40.2% | -40.8% |
| 6M | -42.6% | -19.1% | -23.5% | -41.7% |
| YTD | -31.4% | -2.1% | -29.4% | -32.1% |
| 1Y | +144.9% | -3.2% | +148.2% | +142.0% |
| All | -24.5% | -8.8% | -15.8% | -30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling