+36.3%
HBAN vs HSY
+12.0%
+24.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -5.6% | -5.2% | -0.4% | -5.0% |
| 3M | -1.1% | -3.4% | +2.3% | -0.9% |
| 6M | +9.9% | -19.2% | +29.1% | +12.5% |
| YTD | -0.9% | -2.6% | +1.7% | -1.2% |
| 1Y | -1.4% | -3.8% | +2.4% | -1.6% |
| 3Y | +78.2% | -10.6% | +88.8% | +79.6% |
| All | +36.3% | +12.0% | +24.3% | +22.1% |
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