+663.2%
FLEX vs HSY
+10.4%
+652.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.5% |
| 7D | -0.9% | -3.3% | +2.4% | -1.0% |
| 30D | -10.1% | -2.8% | -7.3% | -10.3% |
| 3M | -31.3% | -4.5% | -26.9% | -31.4% |
| 6M | +71.3% | -24.2% | +95.5% | +72.5% |
| YTD | +81.2% | -2.7% | +84.0% | +81.6% |
| 1Y | +98.5% | -3.7% | +102.2% | +99.0% |
| 3Y | +428.2% | -11.5% | +439.7% | +443.1% |
| All | +663.2% | +10.4% | +652.9% | +643.0% |
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