+0.8%
HSY vs LEN
-30.4%
+31.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.5% | +0.6% |
| 7D | -2.1% | -5.8% | +3.6% | -1.2% |
| 30D | +6.1% | +13.7% | -7.6% | +4.1% |
| 3M | -5.6% | -3.9% | -1.8% | -5.4% |
| 6M | -9.5% | -0.4% | -9.2% | -10.1% |
| YTD | -2.1% | -16.8% | +14.7% | +0.5% |
| 1Y | +0.8% | -29.5% | +30.3% | +5.0% |
| All | +0.8% | -30.4% | +31.2% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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