-10.5%
TEM vs HSY
+10.7%
-21.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.2% | -7.0% | -1.0% |
| 7D | -1.3% | +6.6% | -7.9% | +1.7% |
| 30D | -9.5% | +8.4% | -17.9% | -6.1% |
| 3M | +60.7% | -1.8% | +62.5% | +61.2% |
| 6M | +35.5% | -2.6% | +38.1% | +36.1% |
| YTD | +28.0% | -2.0% | +30.0% | +26.4% |
| 1Y | -10.5% | +8.3% | -18.8% | -18.4% |
| All | -10.5% | +10.7% | -21.2% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling