-55.8%
FIG vs HSY
-3.5%
-52.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.4% |
| 7D | -16.3% | -3.3% | -13.0% | -16.4% |
| 30D | -14.3% | -2.8% | -11.5% | -14.4% |
| 3M | +7.2% | -4.5% | +11.6% | +6.3% |
| 6M | -18.6% | -24.2% | +5.6% | -21.7% |
| YTD | -35.5% | -2.7% | -32.7% | -37.7% |
| 1Y | -55.8% | -3.7% | -52.1% | -54.3% |
| All | -55.8% | -3.5% | -52.3% | -54.3% |
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