+39.7%
HPQ vs HSY
+11.4%
+28.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.0% |
| 7D | +2.2% | -3.0% | +5.2% | +2.7% |
| 30D | +9.7% | -5.0% | +14.8% | +10.6% |
| 3M | +32.7% | -1.3% | +34.0% | +33.0% |
| 6M | +77.7% | -21.5% | +99.2% | +84.2% |
| YTD | +51.0% | -3.3% | +54.3% | +50.7% |
| 1Y | +18.4% | -5.5% | +23.9% | +18.6% |
| 3Y | +25.6% | -9.9% | +35.5% | +26.0% |
| All | +39.7% | +11.4% | +28.3% | +46.8% |
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 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