+127.8%
HSY vs UUUU
+495.2%
-367.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.3% | +7.6% | +1.4% |
| 7D | -0.4% | -5.0% | +4.6% | -0.3% |
| 30D | -3.4% | -7.8% | +4.3% | -3.3% |
| 3M | -0.5% | -0.4% | -0.1% | -0.7% |
| 6M | -19.1% | -32.9% | +13.7% | -18.6% |
| YTD | -2.1% | -6.3% | +4.2% | -2.9% |
| 1Y | -3.2% | +7.9% | -11.2% | -5.1% |
| 3Y | -8.8% | +85.2% | -94.0% | -13.6% |
| 5Y | +13.0% | +97.0% | -84.0% | +3.9% |
| All | +127.8% | +495.2% | -367.4% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling