+802.2%
TTMI vs HSY
+12.8%
+789.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.8% | -1.5% |
| 7D | +6.0% | -0.4% | +6.4% | +6.0% |
| 30D | -6.4% | -3.4% | -3.0% | -6.6% |
| 3M | -28.9% | -0.5% | -28.4% | -29.0% |
| 6M | +26.9% | -19.1% | +46.0% | +28.1% |
| YTD | +77.3% | -2.1% | +79.4% | +77.5% |
| 1Y | +147.5% | -3.2% | +150.7% | +148.1% |
| 3Y | +847.6% | -8.8% | +856.4% | +856.7% |
| 5Y | +802.2% | +13.0% | +789.3% | +744.1% |
| All | +802.2% | +12.8% | +789.4% | +744.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling