+13.0%
HSY vs EXPD
+61.6%
-48.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | -3.3% | -1.1% | -2.2% | -3.1% |
| 30D | -2.8% | +4.1% | -6.9% | -3.4% |
| 3M | -4.5% | +17.9% | -22.4% | -6.7% |
| 6M | -24.2% | +29.2% | -53.4% | -27.1% |
| YTD | -2.7% | +27.4% | -30.1% | -6.4% |
| 1Y | -3.7% | +56.8% | -60.6% | -10.5% |
| 3Y | -11.5% | +68.0% | -79.5% | -19.4% |
| All | +13.0% | +61.6% | -48.5% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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