+33.6%
TER vs HSY
+5.5%
+28.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.1% |
| 7D | -8.9% | +3.8% | -12.7% | -6.2% |
| 30D | -39.1% | +6.9% | -45.9% | -35.7% |
| 3M | -32.8% | -4.1% | -28.7% | -32.7% |
| 6M | -31.7% | -5.0% | -26.7% | -30.3% |
| YTD | +26.9% | -2.3% | +29.2% | +40.5% |
| 1Y | +33.6% | +6.1% | +27.5% | +52.4% |
| All | +33.6% | +5.5% | +28.1% | +52.4% |
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