+35.7%
TSM vs HSY
+5.5%
+30.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.8% | +2.1% |
| 7D | -2.1% | +3.8% | -5.9% | -0.7% |
| 30D | -12.5% | +6.9% | -19.4% | -10.3% |
| 3M | -5.0% | -4.1% | -0.9% | -5.1% |
| 6M | -3.2% | -5.0% | +1.8% | -2.8% |
| YTD | +31.5% | -2.3% | +33.8% | +41.5% |
| 1Y | +35.7% | +6.1% | +29.6% | +51.2% |
| All | +35.7% | +5.5% | +30.2% | +51.2% |
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 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