+199.8%
TER vs HSY
-3.5%
+203.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.1% | +6.5% | +5.0% |
| 7D | +0.6% | -3.3% | +3.9% | -0.9% |
| 30D | -8.3% | -2.8% | -5.5% | -9.4% |
| 3M | -12.2% | -4.5% | -7.8% | -12.2% |
| 6M | +17.0% | -24.2% | +41.2% | +17.7% |
| YTD | +84.6% | -2.7% | +87.3% | +95.1% |
| 1Y | +199.8% | -3.7% | +203.5% | +223.0% |
| All | +199.8% | -3.5% | +203.3% | +223.0% |
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 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