+1,037.0%
HOOD vs HSY
-10.5%
+1,047.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.4% |
| 7D | +17.1% | -3.3% | +20.4% | +16.0% |
| 30D | +31.6% | -2.8% | +34.4% | +30.6% |
| 3M | +38.2% | -4.5% | +42.7% | +37.0% |
| 6M | +48.5% | -24.2% | +72.8% | +37.9% |
| YTD | +8.0% | -2.7% | +10.7% | +8.5% |
| 1Y | +18.7% | -3.7% | +22.4% | +19.1% |
| All | +1,037.0% | -10.5% | +1,047.5% | +1,060.6% |
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 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