+640.4%
FLEX vs HSY
+122.5%
+517.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.6% | +14.6% | +12.5% |
| 7D | -7.2% | +1.3% | -8.5% | -7.7% |
| 30D | -34.8% | +6.6% | -41.4% | -36.1% |
| 3M | -35.6% | -4.1% | -31.5% | -35.4% |
| 6M | -45.0% | -5.2% | -39.8% | -45.2% |
| YTD | +29.4% | -2.5% | +31.9% | +27.6% |
| 1Y | +24.8% | +4.7% | +20.0% | +20.2% |
| 3Y | +304.4% | +0.6% | +303.8% | +278.8% |
| 5Y | +484.1% | +11.7% | +472.4% | +403.6% |
| 10Y | +640.4% | +120.0% | +520.4% | +411.8% |
| All | +640.4% | +122.5% | +517.9% | +411.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling