+10.6%
HSY vs FND
-62.4%
+73.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | -1.4% |
| 7D | -2.3% | -5.1% | +2.8% | -1.9% |
| 30D | +6.3% | +9.2% | -2.9% | +5.4% |
| 3M | -5.2% | -17.7% | +12.5% | -4.0% |
| 6M | -8.3% | +2.5% | -10.8% | -8.9% |
| YTD | -2.7% | -19.8% | +17.2% | -1.9% |
| 1Y | +0.1% | -22.7% | +22.8% | +1.1% |
| 3Y | -1.0% | -38.3% | +37.3% | +0.6% |
| 5Y | +10.6% | -63.0% | +73.6% | +10.1% |
| All | +10.6% | -62.4% | +73.1% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling