+276.2%
HPE vs HSY
+11.0%
+265.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -3.7% |
| 7D | +7.9% | -2.1% | +10.0% | +7.6% |
| 30D | -23.5% | +6.1% | -29.6% | -22.9% |
| 3M | -19.1% | -5.6% | -13.4% | -18.9% |
| 6M | +51.4% | -9.5% | +60.9% | +52.0% |
| YTD | +103.4% | -2.1% | +105.5% | +104.0% |
| 1Y | +114.4% | +0.8% | +113.6% | +114.8% |
| 3Y | +224.7% | -2.1% | +226.8% | +224.3% |
| All | +276.2% | +11.0% | +265.2% | +236.2% |
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