+100.5%
FLEX vs HSY
-5.5%
+106.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.5% |
| 7D | +6.4% | -3.0% | +9.3% | +5.8% |
| 30D | -5.9% | -5.0% | -0.8% | -6.7% |
| 3M | -23.5% | -1.3% | -22.2% | -23.8% |
| 6M | +83.7% | -21.5% | +105.2% | +85.8% |
| YTD | +86.5% | -3.3% | +89.8% | +90.5% |
| 1Y | +100.5% | -5.5% | +106.0% | +105.2% |
| All | +100.5% | -5.5% | +106.0% | +105.2% |
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