-4.6%
EXPE vs HSY
+5.5%
-10.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | -11.2% | +3.8% | -15.0% | -12.3% |
| 30D | -7.5% | +6.9% | -14.3% | -9.0% |
| 3M | -19.1% | -4.1% | -15.0% | -18.8% |
| 6M | +10.7% | -5.0% | +15.7% | +10.3% |
| YTD | -9.9% | -2.3% | -7.6% | -11.9% |
| 1Y | -4.6% | +6.1% | -10.7% | -8.5% |
| All | -4.6% | +5.5% | -10.1% | -8.5% |
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