-55.8%
FISV vs HSY
+12.8%
-68.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.7% | +0.3% |
| 7D | -7.2% | -0.4% | -6.8% | -7.1% |
| 30D | -7.2% | -3.4% | -3.7% | -6.5% |
| 3M | -8.2% | -0.5% | -7.7% | -8.1% |
| 6M | -17.7% | -19.1% | +1.5% | -14.0% |
| YTD | -27.2% | -2.1% | -25.1% | -27.7% |
| 1Y | -63.0% | -3.2% | -59.7% | -63.1% |
| 3Y | -59.8% | -8.8% | -51.0% | -59.6% |
| 5Y | -55.8% | +13.0% | -68.8% | -59.0% |
| All | -55.8% | +12.8% | -68.6% | -59.0% |
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