-35.1%
AUR vs HSY
+12.0%
-47.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -6.4% | -5.2% | -1.2% | -7.2% |
| 3M | +7.7% | -3.4% | +11.1% | +7.3% |
| 6M | +44.5% | -19.2% | +63.7% | +40.6% |
| YTD | +67.4% | -2.6% | +70.1% | +67.6% |
| 1Y | +15.4% | -3.8% | +19.2% | +15.7% |
| 3Y | +94.8% | -10.6% | +105.5% | +95.0% |
| All | -35.1% | +12.0% | -47.1% | -20.2% |
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