-53.1%
TEAM vs HSY
+10.6%
-63.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.7% |
| 7D | -4.7% | -3.0% | -1.7% | -4.7% |
| 30D | +17.0% | -5.0% | +22.1% | +16.9% |
| 3M | +85.9% | -1.3% | +87.2% | +85.9% |
| 6M | +116.7% | -21.5% | +138.2% | +114.5% |
| YTD | +9.6% | -3.3% | +12.9% | +8.3% |
| 1Y | -2.5% | -5.5% | +3.0% | -3.5% |
| 3Y | -14.0% | -9.9% | -4.0% | -13.3% |
| 5Y | -53.1% | +11.3% | -64.4% | -50.9% |
| All | -53.1% | +10.6% | -63.7% | -50.9% |
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 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