+13.0%
HSY vs QS
-75.8%
+88.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.2% |
| 7D | -0.4% | -5.0% | +4.5% | -0.4% |
| 30D | -3.4% | -18.3% | +14.9% | -3.5% |
| 3M | -0.5% | -26.0% | +25.5% | -0.6% |
| 6M | -19.1% | -24.0% | +4.9% | -19.2% |
| YTD | -2.1% | -50.3% | +48.2% | -2.2% |
| 1Y | -3.2% | -38.0% | +34.7% | -3.2% |
| 3Y | -8.8% | -24.6% | +15.8% | -8.8% |
| 5Y | +13.0% | -75.4% | +88.4% | +10.2% |
| All | +13.0% | -75.8% | +88.8% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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