+202.9%
B vs HSY
-10.5%
+213.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.1% |
| 7D | -1.6% | -3.3% | +1.7% | -1.3% |
| 30D | +9.4% | -2.8% | +12.3% | +9.8% |
| 3M | +5.0% | -4.5% | +9.5% | +5.5% |
| 6M | -3.5% | -24.2% | +20.7% | -0.6% |
| YTD | +4.5% | -2.7% | +7.2% | +4.3% |
| 1Y | +67.8% | -3.7% | +71.5% | +67.7% |
| All | +202.9% | -10.5% | +213.4% | +215.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling