+1,675.5%
FLUT vs HSY
+877.1%
+798.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.6% |
| 7D | -1.5% | +3.8% | -5.3% | -1.6% |
| 30D | +3.4% | +6.9% | -3.5% | +3.1% |
| 3M | -12.5% | -4.1% | -8.4% | -12.4% |
| 6M | -18.5% | -5.0% | -13.5% | -18.4% |
| YTD | -61.6% | -2.3% | -59.3% | -61.7% |
| 1Y | -64.1% | +6.1% | -70.2% | -64.2% |
| 3Y | -44.5% | -0.7% | -43.8% | -44.7% |
| 5Y | -51.3% | +9.9% | -61.2% | -51.7% |
| 10Y | -25.6% | +127.8% | -153.4% | -28.3% |
| All | +1,675.5% | +877.1% | +798.4% | +1,534.9% |
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