+758.5%
HSY vs ITUB
+1,959.7%
-1,201.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.2% |
| 7D | -1.6% | +8.2% | -9.8% | -2.5% |
| 30D | -4.2% | +4.7% | -8.9% | -4.8% |
| 3M | -0.7% | +13.0% | -13.7% | -2.3% |
| 6M | -21.8% | +4.2% | -26.0% | -22.5% |
| YTD | -2.7% | +18.6% | -21.2% | -5.2% |
| 1Y | -4.8% | +31.3% | -36.1% | -8.5% |
| 3Y | -9.4% | +124.9% | -134.3% | -19.2% |
| 5Y | +11.3% | +195.6% | -184.3% | -5.6% |
| 10Y | +125.0% | +196.4% | -71.4% | +81.7% |
| All | +758.5% | +1,959.7% | -1,201.2% | +514.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ITUB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling