+158.5%
TRV vs HSY
+12.8%
+145.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.3% |
| 7D | -1.5% | -0.4% | -1.1% | -1.4% |
| 30D | -1.8% | -3.4% | +1.6% | -1.1% |
| 3M | +21.6% | -0.5% | +22.1% | +21.6% |
| 6M | +22.5% | -19.1% | +41.6% | +28.1% |
| YTD | +28.1% | -2.1% | +30.2% | +27.9% |
| 1Y | +37.0% | -3.2% | +40.3% | +36.9% |
| 3Y | +141.9% | -8.8% | +150.7% | +144.3% |
| 5Y | +158.5% | +13.0% | +145.5% | +122.4% |
| All | +158.5% | +12.8% | +145.7% | +122.4% |
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