+0.8%
HSY vs IT
-15.8%
+16.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -2.1% | +1.1% | -3.2% | -2.2% |
| 30D | +6.1% | -1.8% | +7.9% | +6.5% |
| 3M | -5.6% | +4.8% | -10.5% | -5.6% |
| 6M | -9.5% | +33.0% | -42.6% | -10.9% |
| YTD | -2.1% | -23.8% | +21.7% | -3.4% |
| 1Y | +0.8% | -16.5% | +17.3% | -3.5% |
| All | +0.8% | -15.8% | +16.6% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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