+28.4%
FLEX vs HSY
+6.9%
+21.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.4% | +4.4% |
| 7D | +2.2% | +1.1% | +1.1% | +2.9% |
| 30D | -32.6% | +7.7% | -40.3% | -30.1% |
| 3M | -35.5% | -2.3% | -33.2% | -34.4% |
| 6M | -45.6% | -5.3% | -40.3% | -44.0% |
| YTD | +30.7% | -0.9% | +31.6% | +35.5% |
| 1Y | +28.4% | +5.2% | +23.1% | +33.1% |
| All | +28.4% | +6.9% | +21.5% | +33.1% |
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