+14,183.4%
TER vs HSY
+4,402.6%
+9,780.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +5.7% |
| 7D | +0.6% | -3.3% | +3.9% | +1.4% |
| 30D | -8.3% | -2.8% | -5.5% | -7.8% |
| 3M | -12.2% | -4.5% | -7.7% | -12.2% |
| 6M | +17.1% | -24.2% | +41.3% | +23.6% |
| YTD | +84.7% | -2.7% | +87.4% | +83.0% |
| 1Y | +199.9% | -3.7% | +203.7% | +196.8% |
| 3Y | +232.8% | -11.5% | +244.2% | +231.2% |
| 5Y | +198.6% | +10.3% | +188.2% | +178.0% |
| 10Y | +1,669.7% | +122.1% | +1,547.6% | +1,268.7% |
| All | +14,183.4% | +4,402.6% | +9,780.8% | +5,431.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling