-1.5%
HSY vs Q
+77.9%
-79.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.9% | -9.5% | -1.8% |
| 7D | +1.3% | +8.4% | -7.1% | +2.3% |
| 30D | +6.6% | -1.2% | +7.8% | +7.0% |
| 3M | -4.1% | -9.3% | +5.2% | -4.3% |
| 6M | -5.2% | -15.0% | +9.8% | -6.3% |
| YTD | -2.5% | +53.5% | -56.0% | -0.6% |
| 1Y | +4.7% | +35.9% | -31.1% | +5.7% |
| All | -1.5% | +77.9% | -79.4% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling