+10.8%
HD vs HSY
+10.4%
+0.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.2% |
| 7D | -2.1% | -3.3% | +1.2% | -1.4% |
| 30D | -8.4% | -2.8% | -5.6% | -7.9% |
| 3M | +4.3% | -4.5% | +8.8% | +5.2% |
| 6M | -11.1% | -24.2% | +13.1% | -6.4% |
| YTD | -4.7% | -2.7% | -1.9% | -4.5% |
| 1Y | -19.8% | -3.7% | -16.1% | -19.6% |
| 3Y | +4.1% | -11.5% | +15.6% | +6.5% |
| All | +10.8% | +10.4% | +0.4% | +5.1% |
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