-3.7%
FISV vs HSY
+10.7%
-14.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.2% | +2.1% | +5.6% |
| 7D | +29.6% | +6.6% | +23.1% | +28.3% |
| 30D | +34.5% | +8.4% | +26.1% | +33.1% |
| 3M | +11.2% | -1.8% | +13.0% | +10.9% |
| 6M | -1.2% | -2.6% | +1.4% | -1.8% |
| YTD | -7.6% | -2.0% | -5.6% | -7.1% |
| 1Y | -3.7% | +8.3% | -12.0% | -1.6% |
| All | -3.7% | +10.7% | -14.4% | -1.6% |
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