+56.7%
HST vs HSY
+0.7%
+55.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.1% |
| 7D | +3.6% | -2.1% | +5.7% | +3.6% |
| 30D | +11.2% | +6.1% | +5.1% | +11.0% |
| 3M | +13.1% | -5.6% | +18.7% | +13.2% |
| 6M | +23.9% | -9.5% | +33.5% | +24.4% |
| YTD | +52.3% | -2.1% | +54.4% | +47.9% |
| 1Y | +56.7% | +0.8% | +55.9% | +51.2% |
| All | +56.7% | +0.7% | +55.9% | +51.2% |
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 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