+768.7%
HBAN vs HSY
+4,377.7%
-3,609.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | -1.5% | -3.0% | +1.5% | -0.4% |
| 30D | -5.5% | -5.0% | -0.5% | -3.8% |
| 3M | -0.2% | -1.3% | +1.1% | -0.2% |
| 6M | +5.2% | -21.5% | +26.7% | +13.8% |
| YTD | -2.3% | -3.3% | +1.0% | -2.5% |
| 1Y | -2.2% | -5.5% | +3.3% | -1.9% |
| 3Y | +73.8% | -9.9% | +83.8% | +72.6% |
| 5Y | +35.2% | +11.3% | +23.9% | +21.7% |
| 10Y | +155.4% | +128.1% | +27.3% | +68.8% |
| All | +768.7% | +4,377.7% | -3,609.0% | +157.1% |
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 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