+42.8%
TSM vs HSY
+0.7%
+42.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.2% | -1.5% |
| 7D | +6.2% | -2.1% | +8.3% | +5.4% |
| 30D | -7.3% | +6.1% | -13.4% | -5.1% |
| 3M | -7.1% | -5.6% | -1.5% | -7.6% |
| 6M | +0.2% | -9.5% | +9.8% | +1.3% |
| YTD | +32.2% | -2.1% | +34.3% | +43.0% |
| 1Y | +42.8% | +0.8% | +42.0% | +56.7% |
| All | +42.8% | +0.7% | +42.1% | +56.7% |
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