+52.2%
TEM vs HSY
-0.4%
+52.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.7% |
| 7D | -1.1% | -3.0% | +1.9% | -1.3% |
| 30D | +11.3% | -5.0% | +16.3% | +10.8% |
| 3M | +25.5% | -1.3% | +26.8% | +25.6% |
| 6M | +17.1% | -21.5% | +38.6% | +16.9% |
| YTD | +3.8% | -3.3% | +7.0% | +2.8% |
| 1Y | -24.4% | -5.5% | -18.9% | -24.8% |
| All | +52.2% | -0.4% | +52.7% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling