+18.7%
HOOD vs HSY
-3.5%
+22.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.5% |
| 7D | +17.1% | -3.3% | +20.4% | +15.9% |
| 30D | +31.6% | -2.8% | +34.4% | +30.4% |
| 3M | +38.2% | -4.5% | +42.7% | +36.8% |
| 6M | +48.5% | -24.2% | +72.8% | +38.1% |
| YTD | +8.0% | -2.7% | +10.7% | +6.8% |
| 1Y | +18.7% | -3.7% | +22.4% | +20.6% |
| All | +18.7% | -3.5% | +22.2% | +20.6% |
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