+127.0%
HOOD vs HSY
+12.9%
+114.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.6% | +5.6% | +2.2% |
| 7D | -0.6% | +1.3% | -1.9% | -0.2% |
| 30D | -23.6% | +6.6% | -30.2% | -21.9% |
| 3M | -10.7% | -4.1% | -6.6% | -11.3% |
| 6M | +8.2% | -5.2% | +13.4% | +7.5% |
| YTD | -26.3% | -2.5% | -23.8% | -25.8% |
| 1Y | -36.1% | +4.7% | -40.8% | -34.4% |
| 3Y | +950.7% | +0.6% | +950.1% | +980.2% |
| 5Y | +127.0% | +11.7% | +115.3% | +214.7% |
| All | +127.0% | +12.9% | +114.1% | +214.7% |
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