-3.2%
HSY vs HDB
-37.9%
+34.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.3% |
| 7D | -0.4% | -6.2% | +5.8% | +0.1% |
| 30D | -3.4% | -6.2% | +2.8% | -2.9% |
| 3M | -0.5% | -5.9% | +5.4% | -0.4% |
| 6M | -19.1% | -25.9% | +6.8% | -15.3% |
| YTD | -2.1% | -40.2% | +38.2% | +6.9% |
| 1Y | -3.2% | -38.0% | +34.8% | +5.6% |
| All | -3.2% | -37.9% | +34.7% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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