+60.4%
HCA vs HSY
-9.3%
+69.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +1.5% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +3.0% | -5.2% | +8.2% | +4.1% |
| 3M | +13.0% | -3.4% | +16.4% | +13.7% |
| 6M | -20.3% | -19.2% | -1.1% | -17.3% |
| YTD | -8.2% | -2.6% | -5.6% | -7.9% |
| 1Y | +6.7% | -3.8% | +10.5% | +7.1% |
| 3Y | +60.4% | -10.6% | +71.0% | +66.2% |
| All | +60.4% | -9.3% | +69.7% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling