+53.9%
F vs HSY
+10.4%
+43.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.5% | +1.7% |
| 7D | +5.3% | -3.3% | +8.6% | +6.0% |
| 30D | +4.6% | -2.8% | +7.4% | +5.1% |
| 3M | -3.7% | -4.5% | +0.8% | -3.0% |
| 6M | +16.8% | -24.2% | +41.0% | +23.0% |
| YTD | +15.3% | -2.7% | +18.0% | +15.0% |
| 1Y | +31.0% | -3.7% | +34.7% | +30.8% |
| 3Y | +45.4% | -11.5% | +56.9% | +47.2% |
| All | +53.9% | +10.4% | +43.6% | +50.7% |
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 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