-3.2%
HSY vs RUN
-46.7%
+43.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.2% | +1.2% |
| 7D | -0.4% | -3.4% | +2.9% | -0.5% |
| 30D | -3.4% | -14.0% | +10.5% | -3.8% |
| 3M | -0.5% | -27.5% | +27.0% | -1.1% |
| 6M | -19.1% | -29.0% | +9.8% | -19.4% |
| YTD | -2.1% | -53.1% | +51.0% | -3.6% |
| 1Y | -3.2% | -46.7% | +43.5% | -3.4% |
| All | -3.2% | -46.7% | +43.5% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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