+46.0%
CART vs HSY
+0.7%
+45.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.7% |
| 7D | +1.3% | -2.1% | +3.4% | +1.2% |
| 30D | +19.2% | +6.1% | +13.1% | +19.1% |
| 3M | +17.6% | -5.6% | +23.2% | +16.5% |
| 6M | +47.4% | -9.5% | +56.9% | +43.5% |
| YTD | +30.9% | -2.1% | +33.0% | +30.5% |
| 1Y | +46.0% | +0.8% | +45.2% | +47.7% |
| All | +46.0% | +0.7% | +45.2% | +47.7% |
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