-4.7%
TOST vs HSY
+8.8%
-13.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.4% |
| 7D | +9.4% | +7.5% | +1.9% | +8.5% |
| 30D | +13.5% | +11.1% | +2.4% | +12.6% |
| 3M | -0.1% | -1.9% | +1.8% | -1.2% |
| 6M | +22.5% | -3.0% | +25.4% | +19.7% |
| YTD | -2.4% | 0.0% | -2.4% | -3.3% |
| 1Y | -4.7% | +9.4% | -14.1% | -5.7% |
| All | -4.7% | +8.8% | -13.5% | -5.7% |
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