+39.8%
EXPE vs HSY
+12.9%
+26.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.4% |
| 7D | -13.3% | +1.3% | -14.6% | -13.6% |
| 30D | -5.5% | +6.6% | -12.1% | -6.5% |
| 3M | -16.5% | -4.1% | -12.3% | -16.0% |
| 6M | +13.1% | -5.2% | +18.3% | +13.7% |
| YTD | -8.0% | -2.5% | -5.5% | -8.4% |
| 1Y | +1.1% | +4.7% | -3.7% | -0.5% |
| 3Y | +131.2% | +0.6% | +130.6% | +127.4% |
| 5Y | +39.8% | +11.7% | +28.1% | +17.2% |
| All | +39.8% | +12.9% | +26.9% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling