+12.0%
HSY vs QSR
+40.5%
-28.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | +0.1% | -4.0% | +4.1% | +1.2% |
| 30D | -5.2% | +2.8% | -7.9% | -6.0% |
| 3M | -3.4% | +5.1% | -8.5% | -4.8% |
| 6M | -19.2% | +8.8% | -28.0% | -21.3% |
| YTD | -2.6% | +14.8% | -17.5% | -6.7% |
| 1Y | -3.8% | +25.7% | -29.5% | -10.1% |
| 3Y | -10.6% | +27.5% | -38.2% | -17.5% |
| All | +12.0% | +40.5% | -28.5% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling