+123.6%
HOOD vs HSY
+13.4%
+110.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.1% |
| 7D | -3.8% | -2.1% | -1.6% | -4.4% |
| 30D | -23.0% | +6.1% | -29.1% | -21.4% |
| 3M | -21.6% | -5.6% | -16.0% | -22.6% |
| 6M | +1.4% | -9.5% | +11.0% | -0.6% |
| YTD | -31.2% | -2.1% | -29.1% | -30.5% |
| 1Y | -35.9% | +0.8% | -36.7% | -34.8% |
| 3Y | +836.9% | -2.1% | +839.1% | +862.5% |
| 5Y | +121.1% | +11.2% | +109.9% | +205.2% |
| All | +123.6% | +13.4% | +110.2% | +202.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling