-10.1%
HSY vs QSR
+25.0%
-35.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.5% |
| 7D | -0.4% | -4.7% | +4.3% | +1.1% |
| 30D | -3.4% | +4.3% | -7.8% | -4.8% |
| 3M | -0.5% | +5.4% | -6.0% | -2.2% |
| 6M | -19.1% | +8.2% | -27.3% | -21.5% |
| YTD | -2.1% | +14.1% | -16.2% | -6.6% |
| 1Y | -3.2% | +28.1% | -31.3% | -11.1% |
| All | -10.1% | +25.0% | -35.1% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling