-3.8%
HSY vs ITOT
+17.8%
-21.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.5% |
| 7D | +0.1% | -0.9% | +1.0% | 0.0% |
| 30D | -5.2% | -1.5% | -3.7% | -5.3% |
| 3M | -3.4% | +3.6% | -7.0% | -3.0% |
| 6M | -19.2% | +13.7% | -32.9% | -18.6% |
| YTD | -2.6% | +12.9% | -15.6% | -2.2% |
| 1Y | -3.8% | +17.2% | -21.0% | -5.2% |
| All | -3.8% | +17.8% | -21.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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