+25.7%
C vs HSY
+0.7%
+25.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | +4.2% | -2.1% | +6.3% | +3.9% |
| 30D | +2.0% | +6.1% | -4.1% | +2.9% |
| 3M | -10.1% | -5.6% | -4.5% | -10.8% |
| 6M | +1.0% | -9.5% | +10.5% | -0.4% |
| YTD | +8.5% | -2.1% | +10.6% | +10.7% |
| 1Y | +25.7% | +0.8% | +25.0% | +28.2% |
| All | +25.7% | +0.7% | +25.0% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling