+38.5%
TNA vs HSY
+10.7%
+27.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.2% | +0.2% | +4.6% |
| 7D | +2.4% | +6.6% | -4.1% | +2.8% |
| 30D | -0.9% | +8.4% | -9.3% | -0.4% |
| 3M | -19.2% | -1.8% | -17.5% | -19.3% |
| 6M | -0.8% | -2.6% | +1.8% | -1.1% |
| YTD | +33.2% | -2.0% | +35.2% | +33.0% |
| 1Y | +38.5% | +8.3% | +30.2% | +27.5% |
| All | +38.5% | +10.7% | +27.8% | +27.5% |
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