-93.1%
HTZ vs HSY
+12.2%
-105.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.2% | +5.0% | +8.4% |
| 7D | +18.9% | +6.6% | +12.4% | +17.6% |
| 30D | +26.3% | +8.4% | +17.9% | +24.5% |
| 3M | +49.7% | -1.8% | +51.4% | +50.1% |
| 6M | -61.1% | -2.6% | -58.5% | -61.1% |
| YTD | -56.0% | -2.0% | -54.1% | -56.3% |
| 1Y | -66.4% | +8.3% | -74.7% | -67.5% |
| 3Y | -75.8% | +1.5% | -77.3% | -76.4% |
| 5Y | -93.1% | +12.9% | -105.9% | -91.0% |
| All | -93.1% | +12.2% | -105.3% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling