+614.2%
TEAM vs HSY
+159.4%
+454.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -2.4% | -2.1% | -0.3% | -2.3% |
| 30D | -26.7% | +6.1% | -32.8% | -27.1% |
| 3M | -9.6% | -5.6% | -4.0% | -9.3% |
| 6M | +86.0% | -9.5% | +95.6% | +86.9% |
| YTD | -7.5% | -2.1% | -5.4% | -8.3% |
| 1Y | -1.4% | +0.8% | -2.1% | -2.6% |
| 3Y | -14.3% | -2.1% | -12.2% | -15.7% |
| 5Y | -66.3% | +11.2% | -77.5% | -67.5% |
| 10Y | +445.6% | +128.3% | +317.3% | +403.5% |
| All | +614.2% | +159.4% | +454.9% | +593.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling