+103.0%
HSY vs FND
+66.0%
+36.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.3% |
| 7D | -3.3% | -5.2% | +1.9% | -2.8% |
| 30D | -2.8% | -19.9% | +17.1% | -0.7% |
| 3M | -4.5% | +2.7% | -7.2% | -5.1% |
| 6M | -24.2% | -21.7% | -2.5% | -22.8% |
| YTD | -2.7% | -17.5% | +14.8% | -1.6% |
| 1Y | -3.7% | -39.3% | +35.6% | +0.2% |
| 3Y | -11.5% | -49.8% | +38.3% | -7.7% |
| 5Y | +10.3% | -60.1% | +70.4% | +15.3% |
| All | +103.0% | +66.0% | +36.9% | +74.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling