+91.1%
EXPE vs HSY
+13.1%
+78.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.1% | -8.0% | -7.9% |
| 7D | -9.8% | -1.6% | -8.2% | -9.5% |
| 30D | -11.5% | -4.2% | -7.3% | -10.9% |
| 3M | +21.7% | -0.7% | +22.4% | +22.1% |
| 6M | +10.4% | -21.8% | +32.2% | +13.4% |
| YTD | -2.5% | -2.7% | +0.1% | -2.9% |
| 1Y | +27.3% | -4.8% | +32.2% | +27.1% |
| 3Y | +153.5% | -9.4% | +162.9% | +151.5% |
| 5Y | +91.1% | +11.3% | +79.8% | +82.4% |
| All | +91.1% | +13.1% | +78.0% | +82.4% |
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