-11.2%
HSY vs SPXU
-79.8%
+68.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.6% |
| 7D | -3.0% | +1.3% | -4.2% | -2.9% |
| 30D | -5.0% | +5.1% | -10.2% | -4.9% |
| 3M | -1.3% | -9.1% | +7.8% | -1.5% |
| 6M | -21.5% | -29.6% | +8.1% | -22.2% |
| YTD | -3.3% | -27.7% | +24.4% | -4.0% |
| 1Y | -5.5% | -37.0% | +31.5% | -6.7% |
| All | -11.2% | -79.8% | +68.6% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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