+75.6%
HST vs HSY
+10.7%
+64.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.2% | -2.9% | +1.2% |
| 7D | +3.3% | +6.6% | -3.2% | +3.2% |
| 30D | +16.4% | +8.4% | +8.0% | +16.2% |
| 3M | +5.5% | -1.8% | +7.2% | +5.6% |
| 6M | +31.1% | -2.6% | +33.8% | +31.4% |
| YTD | +55.9% | -2.0% | +57.9% | +54.6% |
| 1Y | +75.6% | +8.3% | +67.3% | +75.8% |
| All | +75.6% | +10.7% | +64.9% | +75.8% |
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