-33.5%
TEM vs HSY
-4.1%
-29.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.3% |
| 7D | -8.7% | +0.1% | -8.8% | -8.7% |
| 30D | +8.1% | -5.2% | +13.2% | +6.8% |
| 3M | +19.0% | -3.4% | +22.4% | +18.4% |
| 6M | +12.0% | -19.2% | +31.2% | +10.6% |
| YTD | -0.1% | -2.6% | +2.6% | -3.8% |
| 1Y | -33.5% | -3.8% | -29.8% | -33.5% |
| All | -33.5% | -4.1% | -29.4% | -33.5% |
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