+13.3%
HSY vs FRSH
-72.4%
+85.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.6% |
| 7D | -3.0% | -9.6% | +6.6% | -3.0% |
| 30D | -5.0% | -0.4% | -4.6% | -5.0% |
| 3M | -1.3% | +27.2% | -28.5% | -1.0% |
| 6M | -21.5% | +42.2% | -63.7% | -21.0% |
| YTD | -3.3% | -2.6% | -0.7% | -3.0% |
| 1Y | -5.5% | -10.2% | +4.7% | -5.3% |
| 3Y | -9.9% | -45.5% | +35.6% | -9.9% |
| All | +13.3% | -72.4% | +85.7% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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