+488.0%
TEAM vs HSY
+127.1%
+360.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.8% |
| 7D | -4.7% | -3.0% | -1.7% | -4.4% |
| 30D | +17.0% | -5.0% | +22.1% | +17.6% |
| 3M | +85.9% | -1.3% | +87.2% | +86.3% |
| 6M | +116.7% | -21.5% | +138.2% | +121.1% |
| YTD | +9.6% | -3.3% | +12.9% | +8.7% |
| 1Y | -2.5% | -5.5% | +3.0% | -3.2% |
| 3Y | -14.0% | -9.9% | -4.0% | -14.2% |
| 5Y | -53.1% | +11.3% | -64.4% | -55.5% |
| All | +488.0% | +127.1% | +360.8% | +440.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling