+642.7%
HUBS vs HSY
+148.3%
+494.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.1% | -3.2% |
| 7D | -12.4% | -0.4% | -12.0% | -12.3% |
| 30D | +1.4% | -3.4% | +4.8% | +2.2% |
| 3M | +16.0% | -0.5% | +16.5% | +16.2% |
| 6M | -17.0% | -19.1% | +2.2% | -13.5% |
| YTD | -44.3% | -2.1% | -42.2% | -45.0% |
| 1Y | -54.3% | -3.2% | -51.1% | -54.9% |
| 3Y | -58.4% | -8.8% | -49.6% | -58.9% |
| 5Y | -66.7% | +13.0% | -79.6% | -70.1% |
| 10Y | +315.9% | +130.9% | +185.0% | +209.9% |
| All | +642.7% | +148.3% | +494.4% | +471.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling