-0.7%
HSY vs COMP
+423.0%
-423.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.4% | +7.7% | +0.5% |
| 7D | +3.8% | +7.2% | -3.4% | +3.6% |
| 30D | +6.9% | +6.4% | +0.5% | +6.6% |
| 3M | -4.1% | -19.4% | +15.4% | -3.8% |
| 6M | -5.0% | +14.6% | -19.6% | -5.4% |
| YTD | -2.3% | -5.5% | +3.2% | -2.7% |
| 1Y | +6.1% | +13.7% | -7.6% | +5.2% |
| 3Y | -0.7% | +409.7% | -410.4% | -11.0% |
| All | -0.7% | +423.0% | -423.7% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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