+8.3%
HSY vs IRE
-97.6%
+105.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -23.2% | +27.4% | +3.6% |
| 7D | +6.6% | -46.8% | +53.4% | +5.4% |
| 30D | +8.4% | -75.5% | +83.9% | +6.1% |
| 3M | -1.8% | -79.4% | +77.6% | -3.8% |
| 6M | -2.6% | -91.3% | +88.6% | -4.4% |
| YTD | -2.0% | -90.8% | +88.9% | -3.4% |
| 1Y | +8.3% | -97.7% | +106.0% | +8.9% |
| All | +8.3% | -97.6% | +105.9% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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