-17.6%
TEAM vs HSY
-9.4%
-8.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.0% | -6.9% |
| 7D | -5.7% | -1.6% | -4.1% | -5.8% |
| 30D | +18.3% | -4.2% | +22.6% | +17.8% |
| 3M | +80.2% | -0.7% | +80.9% | +80.1% |
| 6M | +111.0% | -21.8% | +132.8% | +103.5% |
| YTD | +8.8% | -2.7% | +11.5% | +7.4% |
| 1Y | +2.2% | -4.8% | +7.0% | +1.1% |
| All | -17.6% | -9.4% | -8.2% | -15.4% |
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