-3.2%
HSY vs FND
-45.8%
+42.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.4% |
| 7D | -0.4% | -5.1% | +4.7% | +0.2% |
| 30D | -3.4% | -22.5% | +19.1% | -0.5% |
| 3M | -0.5% | -5.0% | +4.5% | -0.4% |
| 6M | -19.1% | -21.5% | +2.4% | -17.0% |
| YTD | -2.1% | -23.0% | +21.0% | -1.0% |
| 1Y | -3.2% | -44.9% | +41.7% | +1.1% |
| All | -3.2% | -45.8% | +42.6% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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