+25.1%
HPQ vs HSY
-9.9%
+35.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.0% |
| 7D | +2.2% | -3.0% | +5.2% | +2.6% |
| 30D | +9.7% | -5.0% | +14.8% | +10.4% |
| 3M | +32.7% | -1.3% | +34.0% | +33.0% |
| 6M | +77.7% | -21.5% | +99.2% | +82.5% |
| YTD | +51.0% | -3.3% | +54.3% | +50.7% |
| 1Y | +18.4% | -5.5% | +23.9% | +18.5% |
| All | +25.1% | -9.9% | +35.0% | +16.3% |
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