-2.1%
HSY vs SPXU
-80.6%
+78.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.7% | +0.6% |
| 7D | -2.1% | -7.6% | +5.4% | -2.2% |
| 30D | +6.1% | +5.3% | +0.8% | +6.1% |
| 3M | -5.6% | +9.6% | -15.3% | -5.5% |
| 6M | -9.5% | -4.5% | -5.0% | -9.6% |
| YTD | -2.1% | -25.9% | +23.8% | -2.7% |
| 1Y | +0.8% | -28.9% | +29.6% | +0.1% |
| 3Y | -2.1% | -80.5% | +78.3% | -16.9% |
| All | -2.1% | -80.6% | +78.4% | -16.9% |
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