+59.7%
TEM vs HSY
+0.2%
+59.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +3.2% | -1.6% | +4.8% | +3.1% |
| 30D | +23.5% | -4.2% | +27.7% | +23.1% |
| 3M | +32.3% | -0.7% | +33.0% | +32.4% |
| 6M | +23.0% | -21.8% | +44.8% | +22.8% |
| YTD | +8.9% | -2.7% | +11.5% | +7.9% |
| 1Y | -19.9% | -4.8% | -15.0% | -20.3% |
| All | +59.7% | +0.2% | +59.5% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling