+8,630.0%
TER vs HSY
+4,530.8%
+4,099.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.5% |
| 7D | -20.5% | +7.5% | -28.0% | -21.9% |
| 30D | -47.0% | +11.1% | -58.1% | -48.5% |
| 3M | -43.3% | -1.9% | -41.3% | -43.4% |
| 6M | -42.9% | -3.0% | -39.9% | -43.6% |
| YTD | +12.9% | 0.0% | +12.8% | +10.5% |
| 1Y | +18.2% | +9.4% | +8.7% | +12.9% |
| 3Y | +151.8% | +3.8% | +148.0% | +139.3% |
| 5Y | +54.2% | +15.2% | +39.1% | +41.4% |
| 10Y | +908.2% | +126.9% | +781.4% | +671.9% |
| All | +8,630.0% | +4,530.8% | +4,099.1% | +3,239.4% |
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 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