+2.9%
EXC vs HSY
+5.5%
-2.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | +0.1% | +3.8% | -3.8% | -0.9% |
| 30D | +9.0% | +6.9% | +2.1% | +7.3% |
| 3M | +3.3% | -4.1% | +7.4% | +4.2% |
| 6M | +5.7% | -5.0% | +10.6% | +6.6% |
| YTD | +7.3% | -2.3% | +9.6% | +5.5% |
| 1Y | +2.9% | +6.1% | -3.2% | -2.8% |
| All | +2.9% | +5.5% | -2.6% | -2.8% |
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