+15,818.7%
TT vs HSY
+4,402.6%
+11,416.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.2% |
| 7D | 0.0% | -3.3% | +3.3% | +1.2% |
| 30D | -7.2% | -2.8% | -4.3% | -6.3% |
| 3M | -3.0% | -4.5% | +1.5% | -2.1% |
| 6M | +1.4% | -24.2% | +25.6% | +10.8% |
| YTD | +15.9% | -2.7% | +18.6% | +15.2% |
| 1Y | +9.4% | -3.7% | +13.2% | +8.7% |
| 3Y | +124.4% | -11.5% | +135.8% | +123.1% |
| 5Y | +138.0% | +10.3% | +127.7% | +115.4% |
| 10Y | +886.4% | +122.1% | +764.3% | +570.0% |
| All | +15,818.7% | +4,402.6% | +11,416.0% | +3,830.7% |
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 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