+4,087.3%
FDX vs HSY
+4,402.6%
-315.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -2.5% | -3.3% | +0.8% | -1.5% |
| 30D | +3.8% | -2.8% | +6.6% | +4.7% |
| 3M | -1.3% | -4.5% | +3.2% | -0.2% |
| 6M | +5.0% | -24.2% | +29.2% | +13.8% |
| YTD | +39.6% | -2.7% | +42.4% | +39.5% |
| 1Y | +81.1% | -3.7% | +84.9% | +81.0% |
| 3Y | +63.0% | -11.5% | +74.5% | +63.7% |
| 5Y | +65.6% | +10.3% | +55.3% | +52.7% |
| 10Y | +183.4% | +122.1% | +61.2% | +101.7% |
| All | +4,087.3% | +4,402.6% | -315.3% | +1,013.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling