+6,411.5%
TRV vs HSY
+4,405.8%
+2,005.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +0.5% | -1.6% | +2.0% | +1.0% |
| 30D | -4.9% | -4.2% | -0.6% | -3.5% |
| 3M | +23.7% | -0.7% | +24.5% | +23.7% |
| 6M | +20.3% | -21.8% | +42.1% | +30.4% |
| YTD | +27.1% | -2.7% | +29.7% | +27.0% |
| 1Y | +35.3% | -4.8% | +40.2% | +35.9% |
| 3Y | +139.8% | -9.4% | +149.2% | +139.8% |
| 5Y | +153.9% | +11.3% | +142.6% | +133.2% |
| 10Y | +285.9% | +125.0% | +160.8% | +177.9% |
| All | +6,411.5% | +4,405.8% | +2,005.7% | +1,849.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling