+311.2%
TPR vs HSY
+122.8%
+188.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.8% |
| 7D | -3.4% | -1.6% | -1.8% | -2.8% |
| 30D | -27.3% | -4.2% | -23.1% | -26.2% |
| 3M | -16.2% | -0.7% | -15.5% | -16.3% |
| 6M | -17.9% | -21.8% | +3.9% | -10.7% |
| YTD | -7.1% | -2.7% | -4.4% | -6.7% |
| 1Y | +13.6% | -4.8% | +18.4% | +14.8% |
| 3Y | +293.7% | -9.4% | +303.1% | +296.2% |
| 5Y | +239.1% | +11.3% | +227.8% | +197.2% |
| 10Y | +311.2% | +125.0% | +186.2% | +183.7% |
| All | +311.2% | +122.8% | +188.3% | +183.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling