+466.0%
HSY vs XHB
+167.3%
+298.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.6% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | -4.2% | -9.1% | +4.8% | -2.1% |
| 3M | -0.7% | -2.3% | +1.6% | -0.4% |
| 6M | -21.8% | -4.1% | -17.7% | -21.4% |
| YTD | -2.7% | -1.7% | -1.0% | -2.9% |
| 1Y | -4.8% | -15.1% | +10.3% | -1.8% |
| 3Y | -9.4% | +26.8% | -36.2% | -16.7% |
| 5Y | +11.3% | +37.3% | -26.1% | -1.8% |
| 10Y | +125.0% | +205.7% | -80.6% | +57.0% |
| All | +466.0% | +167.3% | +298.7% | +245.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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