+14,847.0%
TT vs HSY
+4,411.2%
+10,435.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.6% | +7.3% | +5.6% |
| 7D | +1.7% | +1.3% | +0.4% | +1.1% |
| 30D | -11.8% | +6.6% | -18.4% | -14.2% |
| 3M | -12.6% | -4.1% | -8.5% | -11.9% |
| 6M | -9.4% | -5.2% | -4.1% | -9.0% |
| YTD | +8.8% | -2.5% | +11.4% | +7.5% |
| 1Y | -2.5% | +4.7% | -7.3% | -6.3% |
| 3Y | +95.7% | +0.6% | +95.1% | +84.2% |
| 5Y | +135.7% | +11.7% | +124.1% | +111.2% |
| 10Y | +750.6% | +120.0% | +630.6% | +477.3% |
| All | +14,847.0% | +4,411.2% | +10,435.8% | +3,567.6% |
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