+1,895.7%
TER vs HSY
+124.3%
+1,771.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.2% |
| 7D | +12.4% | -3.0% | +15.3% | +13.0% |
| 30D | +5.1% | -5.0% | +10.2% | +6.1% |
| 3M | +4.0% | -1.3% | +5.3% | +3.2% |
| 6M | +29.5% | -21.5% | +51.0% | +36.2% |
| YTD | +98.5% | -3.3% | +101.7% | +96.6% |
| 1Y | +234.1% | -5.5% | +239.6% | +232.1% |
| 3Y | +289.0% | -9.9% | +299.0% | +286.4% |
| 5Y | +228.2% | +11.3% | +216.8% | +193.7% |
| 10Y | +1,895.7% | +128.1% | +1,767.6% | +1,419.1% |
| All | +1,895.7% | +124.3% | +1,771.4% | +1,419.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling