+2,627.7%
HPQ vs HSY
+4,431.8%
-1,804.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | +3.2% | -2.1% | +5.3% | +3.7% |
| 30D | -3.6% | +6.1% | -9.7% | -5.2% |
| 3M | -5.3% | -5.6% | +0.3% | -4.1% |
| 6M | +41.1% | -9.5% | +50.7% | +44.3% |
| YTD | +36.9% | -2.1% | +39.0% | +36.2% |
| 1Y | +23.5% | +0.8% | +22.7% | +22.0% |
| 3Y | +19.6% | -2.1% | +21.7% | +17.0% |
| 5Y | +11.4% | +11.2% | +0.2% | +4.6% |
| 10Y | +160.6% | +128.3% | +32.3% | +102.5% |
| All | +2,627.7% | +4,431.8% | -1,804.1% | +785.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling