-36.1%
HOOD vs HSY
+10.7%
-46.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.2% | -2.1% | +3.6% |
| 7D | -4.4% | +6.6% | -10.9% | -1.8% |
| 30D | -23.4% | +8.4% | -31.8% | -20.7% |
| 3M | -6.5% | -1.8% | -4.8% | -6.9% |
| 6M | +14.2% | -2.6% | +16.8% | +13.9% |
| YTD | -22.7% | -2.0% | -20.7% | -22.8% |
| 1Y | -36.1% | +8.3% | -44.4% | -39.4% |
| All | -36.1% | +10.7% | -46.8% | -39.4% |
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