-2.9%
HSY vs VIK
+243.7%
-246.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.6% |
| 7D | -2.1% | +2.7% | -4.9% | -2.2% |
| 30D | +6.1% | +8.8% | -2.7% | +6.0% |
| 3M | -5.6% | -15.3% | +9.7% | -5.6% |
| 6M | -9.5% | +9.4% | -18.9% | -9.6% |
| YTD | -2.1% | +25.9% | -28.0% | -2.1% |
| 1Y | +0.8% | +51.0% | -50.2% | +1.0% |
| All | -2.9% | +243.7% | -246.6% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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