+104.3%
HSY vs FND
+57.9%
+46.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +0.8% |
| 7D | -2.1% | -6.8% | +4.7% | -1.4% |
| 30D | +6.1% | +8.0% | -1.9% | +5.1% |
| 3M | -5.6% | -18.9% | +13.3% | -3.8% |
| 6M | -9.5% | +4.7% | -14.2% | -10.5% |
| YTD | -2.1% | -21.6% | +19.5% | -0.7% |
| 1Y | +0.8% | -22.0% | +22.8% | +2.2% |
| 3Y | -2.1% | -40.4% | +38.3% | +0.2% |
| 5Y | +11.2% | -63.8% | +75.0% | +17.5% |
| All | +104.3% | +57.9% | +46.4% | +75.9% |
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