+14,178.8%
TT vs HSY
+4,530.8%
+9,648.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.3% |
| 7D | -2.0% | +7.5% | -9.5% | -4.6% |
| 30D | -14.0% | +11.1% | -25.1% | -17.5% |
| 3M | -15.9% | -1.9% | -13.9% | -15.8% |
| 6M | -17.3% | -3.0% | -14.3% | -17.6% |
| YTD | +4.0% | 0.0% | +3.9% | +1.8% |
| 1Y | -7.1% | +9.4% | -16.5% | -12.1% |
| 3Y | +90.2% | +3.8% | +86.5% | +77.2% |
| 5Y | +131.1% | +15.2% | +116.0% | +104.9% |
| 10Y | +777.7% | +126.9% | +650.9% | +489.6% |
| All | +14,178.8% | +4,530.8% | +9,648.0% | +3,373.9% |
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