+155.0%
HPE vs HSY
-4.1%
+159.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.6% | +13.0% | +12.3% |
| 7D | +19.4% | +0.1% | +19.3% | +19.5% |
| 30D | +5.6% | -5.2% | +10.8% | +4.3% |
| 3M | +33.1% | -3.4% | +36.5% | +32.6% |
| 6M | +192.5% | -19.2% | +211.7% | +189.3% |
| YTD | +160.9% | -2.6% | +163.6% | +160.5% |
| 1Y | +155.0% | -3.8% | +158.7% | +164.8% |
| All | +155.0% | -4.1% | +159.1% | +164.8% |
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