-84.3%
FRMI vs HSY
-4.7%
-79.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.1% | +6.4% | +4.6% |
| 7D | +2.4% | -3.3% | +5.7% | +0.2% |
| 30D | -17.3% | -2.8% | -14.5% | -18.7% |
| 3M | -17.2% | -4.5% | -12.7% | -18.6% |
| 6M | -43.4% | -24.2% | -19.1% | -51.6% |
| YTD | -36.0% | -2.7% | -33.3% | -32.9% |
| All | -84.3% | -4.7% | -79.6% | -83.7% |
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