-94.8%
HTZ vs HSY
+14.4%
-109.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.7% | -22.5% | -21.1% |
| 7D | -7.7% | +10.7% | -18.4% | -9.4% |
| 30D | -13.1% | +10.3% | -23.4% | -14.7% |
| 3M | +14.7% | -0.4% | +15.2% | +14.7% |
| 6M | -70.6% | -2.5% | -68.1% | -70.6% |
| YTD | -65.2% | -0.3% | -64.8% | -65.5% |
| 1Y | -73.2% | +7.6% | -80.8% | -74.0% |
| 3Y | -80.8% | +3.2% | -84.0% | -81.4% |
| 5Y | -94.8% | +14.7% | -109.5% | -93.4% |
| All | -94.8% | +14.4% | -109.2% | -93.4% |
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