-3.5%
HSY vs VIK
+236.8%
-240.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.6% | +0.1% |
| 7D | -1.6% | +3.6% | -5.1% | -1.6% |
| 30D | -4.2% | -16.7% | +12.5% | -4.2% |
| 3M | -0.7% | -1.1% | +0.4% | -0.8% |
| 6M | -21.8% | +27.8% | -49.6% | -21.7% |
| YTD | -2.7% | +23.3% | -26.0% | -2.6% |
| 1Y | -4.8% | +38.2% | -43.0% | -4.6% |
| All | -3.5% | +236.8% | -240.3% | -6.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling