+7,917.6%
FLEX vs HSY
+2,833.1%
+5,084.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.7% |
| 7D | -0.9% | -3.3% | +2.4% | -0.2% |
| 30D | -10.1% | -2.8% | -7.3% | -9.7% |
| 3M | -31.3% | -4.5% | -26.9% | -31.1% |
| 6M | +71.3% | -24.2% | +95.5% | +80.8% |
| YTD | +81.2% | -2.7% | +84.0% | +80.4% |
| 1Y | +98.5% | -3.7% | +102.2% | +97.4% |
| 3Y | +428.2% | -11.5% | +439.7% | +425.0% |
| 5Y | +657.3% | +10.3% | +646.9% | +606.3% |
| 10Y | +995.9% | +122.1% | +873.8% | +768.8% |
| All | +7,917.6% | +2,833.1% | +5,084.6% | +4,876.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling