-11.2%
HSY vs INDA
+8.1%
-19.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.6% |
| 7D | -3.0% | -2.6% | -0.4% | -2.8% |
| 30D | -5.0% | -2.9% | -2.1% | -4.9% |
| 3M | -1.3% | +2.4% | -3.7% | -1.5% |
| 6M | -21.5% | -2.6% | -18.9% | -21.5% |
| YTD | -3.3% | -10.0% | +6.7% | -3.0% |
| 1Y | -5.5% | -7.7% | +2.2% | -5.3% |
| All | -11.2% | +8.1% | -19.3% | -16.1% |
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