-73.5%
HTZ vs HSY
+8.8%
-82.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.4% | -8.7% | -8.4% |
| 7D | -14.6% | +7.5% | -22.1% | -14.4% |
| 30D | -20.8% | +11.1% | -31.8% | -20.3% |
| 3M | -18.8% | -1.9% | -16.9% | -19.0% |
| 6M | -74.7% | -3.0% | -71.7% | -74.4% |
| YTD | -68.1% | 0.0% | -68.1% | -66.7% |
| 1Y | -73.5% | +9.4% | -82.9% | -74.6% |
| All | -73.5% | +8.8% | -82.3% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling