+289.3%
FN vs HSY
+10.4%
+278.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.1% |
| 7D | -1.7% | -3.3% | +1.6% | -1.9% |
| 30D | -22.0% | -2.8% | -19.2% | -22.1% |
| 3M | -43.0% | -4.5% | -38.5% | -43.0% |
| 6M | -27.7% | -24.2% | -3.5% | -27.4% |
| YTD | -10.5% | -2.7% | -7.8% | -9.9% |
| 1Y | +12.5% | -3.7% | +16.2% | +13.2% |
| 3Y | +153.8% | -11.5% | +165.3% | +160.9% |
| All | +289.3% | +10.4% | +278.9% | +288.4% |
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 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