-80.9%
FIG vs HSY
-4.1%
-76.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.6% | -3.3% |
| 7D | -14.5% | -3.0% | -11.5% | -14.7% |
| 30D | -13.3% | -5.0% | -8.3% | -13.8% |
| 3M | +7.4% | -1.3% | +8.7% | +7.5% |
| 6M | -27.8% | -21.5% | -6.3% | -31.6% |
| YTD | -41.1% | -3.3% | -37.8% | -42.1% |
| 1Y | -58.7% | -5.5% | -53.2% | -59.1% |
| All | -80.9% | -4.1% | -76.9% | -80.7% |
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