+423.3%
HSY vs UUUU
-92.0%
+515.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -3.0% | +1.8% | -4.8% | -3.0% |
| 30D | -5.0% | +1.8% | -6.9% | -5.1% |
| 3M | -1.3% | +1.3% | -2.6% | -1.4% |
| 6M | -21.5% | -26.8% | +5.3% | -21.3% |
| YTD | -3.3% | +0.1% | -3.3% | -3.8% |
| 1Y | -5.5% | +11.2% | -16.7% | -6.6% |
| 3Y | -9.9% | +97.7% | -107.6% | -12.8% |
| 5Y | +11.3% | +127.3% | -116.0% | +6.3% |
| 10Y | +128.1% | +532.6% | -404.5% | +106.2% |
| All | +423.3% | -92.0% | +515.2% | +386.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling