+0.1%
HSY vs OUST
+46.4%
-46.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.5% | -2.0% |
| 7D | -2.3% | +19.9% | -22.3% | -1.2% |
| 30D | +6.3% | +3.6% | +2.7% | +6.9% |
| 3M | -5.2% | -20.6% | +15.4% | -5.7% |
| 6M | -8.3% | +35.1% | -43.3% | -5.5% |
| YTD | -2.7% | +69.1% | -71.8% | +3.3% |
| 1Y | +0.1% | +49.9% | -49.8% | +5.8% |
| All | +0.1% | +46.4% | -46.3% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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