-2.1%
HSY vs INDA
+16.8%
-19.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.1% | +1.1% | -3.2% | -2.2% |
| 30D | +6.1% | +9.4% | -3.3% | +5.4% |
| 3M | -5.6% | +2.9% | -8.6% | -6.0% |
| 6M | -9.5% | +7.2% | -16.8% | -10.1% |
| YTD | -2.1% | -4.8% | +2.7% | -2.4% |
| 1Y | +0.8% | -5.1% | +5.9% | +0.4% |
| 3Y | -2.1% | +16.7% | -18.8% | -14.4% |
| All | -2.1% | +16.8% | -19.0% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling