+13.0%
HSY vs URA
+128.0%
-114.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.1% |
| 7D | -3.3% | +1.1% | -4.4% | -3.3% |
| 30D | -2.8% | +7.4% | -10.2% | -2.7% |
| 3M | -4.5% | -8.4% | +3.9% | -4.5% |
| 6M | -24.2% | -12.7% | -11.5% | -24.2% |
| YTD | -2.7% | +7.8% | -10.5% | -2.8% |
| 1Y | -3.7% | +19.5% | -23.2% | -4.0% |
| 3Y | -11.5% | +116.4% | -127.9% | -13.5% |
| All | +13.0% | +128.0% | -114.9% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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