-48.5%
TE vs HSY
+12.8%
-61.3%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -8.0% | -6.7% |
| 7D | +0.9% | -0.4% | +1.3% | +0.9% |
| 30D | -16.3% | -3.4% | -12.8% | -16.4% |
| 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% | -32.0% |
| 1Y | +144.9% | -3.2% | +148.2% | +142.6% |
| 3Y | -26.0% | -8.8% | -17.2% | -27.6% |
| 5Y | -48.5% | +13.0% | -61.4% | -50.5% |
| All | -48.5% | +12.8% | -61.3% | -50.5% |
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