+630.2%
HSY vs SPXU
-100.0%
+730.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.7% | +0.7% |
| 7D | -2.1% | -7.6% | +5.4% | -3.3% |
| 30D | +6.1% | +5.3% | +0.8% | +7.1% |
| 3M | -5.6% | +9.6% | -15.3% | -4.1% |
| 6M | -9.5% | -4.5% | -5.0% | -9.8% |
| YTD | -2.1% | -25.9% | +23.8% | -5.9% |
| 1Y | +0.8% | -28.9% | +29.6% | -3.6% |
| 3Y | -2.1% | -80.5% | +78.3% | -22.0% |
| 5Y | +11.2% | -83.4% | +94.6% | -7.9% |
| 10Y | +128.3% | -99.5% | +227.8% | +17.6% |
| All | +630.2% | -100.0% | +730.1% | +124.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling