+802.8%
TEAM vs HSY
+157.7%
+645.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.5% |
| 7D | -0.4% | -3.3% | +2.9% | -0.2% |
| 30D | +67.3% | -2.8% | +70.1% | +67.6% |
| 3M | +86.8% | -4.5% | +91.3% | +87.4% |
| 6M | +146.8% | -24.2% | +171.0% | +151.7% |
| YTD | +16.9% | -2.7% | +19.7% | +16.0% |
| 1Y | +12.8% | -3.7% | +16.5% | +11.9% |
| 3Y | -7.3% | -11.5% | +4.2% | -7.2% |
| 5Y | -50.7% | +10.3% | -61.0% | -52.5% |
| 10Y | +529.8% | +122.1% | +407.7% | +481.7% |
| All | +802.8% | +157.7% | +645.1% | +777.9% |
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 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