-0.8%
TOST vs HSY
+10.7%
-11.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.2% | +1.3% | +4.8% |
| 7D | +10.7% | +6.6% | +4.2% | +9.7% |
| 30D | +17.7% | +8.4% | +9.4% | +16.7% |
| 3M | +4.6% | -1.8% | +6.4% | +4.1% |
| 6M | +20.3% | -2.6% | +22.9% | +18.9% |
| YTD | -0.4% | -2.0% | +1.6% | -4.8% |
| 1Y | -0.8% | +8.3% | -9.1% | -13.1% |
| All | -0.8% | +10.7% | -11.4% | -13.1% |
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