-4.1%
HSY vs IRE
-82.8%
+78.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.2% | -10.2% | +0.3% |
| 7D | -1.6% | +58.9% | -60.5% | -0.6% |
| 30D | -4.2% | +17.2% | -21.4% | -3.7% |
| 3M | -0.7% | -58.6% | +57.9% | -0.6% |
| 6M | -21.8% | -23.5% | +1.7% | -20.2% |
| YTD | -2.7% | -47.4% | +44.8% | -0.8% |
| All | -4.1% | -82.8% | +78.7% | -2.7% |
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