+43.0%
TMUS vs HSY
+13.1%
+29.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -0.3% | -1.6% | +1.3% | +0.1% |
| 30D | +3.1% | -4.2% | +7.4% | +4.2% |
| 3M | +2.4% | -0.7% | +3.1% | +2.5% |
| 6M | -17.1% | -21.8% | +4.7% | -12.6% |
| YTD | -9.1% | -2.7% | -6.4% | -9.1% |
| 1Y | -23.6% | -4.8% | -18.8% | -23.5% |
| 3Y | +38.8% | -9.4% | +48.2% | +40.6% |
| 5Y | +43.0% | +11.3% | +31.7% | +26.4% |
| All | +43.0% | +13.1% | +29.8% | +26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling