+25.0%
FLEX vs HSY
+10.7%
+14.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +4.2% | -16.5% | -10.7% |
| 7D | -17.0% | +6.6% | -23.5% | -14.6% |
| 30D | -33.8% | +8.4% | -42.2% | -31.7% |
| 3M | -39.0% | -1.8% | -37.3% | -38.3% |
| 6M | -15.9% | -2.6% | -13.3% | -14.9% |
| YTD | +27.8% | -2.0% | +29.8% | +30.6% |
| 1Y | +25.0% | +8.3% | +16.6% | +22.6% |
| All | +25.0% | +10.7% | +14.3% | +22.6% |
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