+151.8%
TER vs HSY
+3.5%
+148.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.6% |
| 7D | -20.5% | +7.5% | -28.0% | -19.3% |
| 30D | -47.0% | +11.1% | -58.1% | -45.9% |
| 3M | -43.3% | -1.9% | -41.3% | -42.9% |
| 6M | -42.9% | -3.0% | -39.9% | -42.2% |
| YTD | +12.9% | 0.0% | +12.8% | +14.7% |
| 1Y | +18.2% | +9.4% | +8.7% | +19.3% |
| 3Y | +151.8% | +3.8% | +148.0% | +148.8% |
| All | +151.8% | +3.5% | +148.3% | +148.8% |
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