+50.0%
HUM vs HSY
+10.7%
+39.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | +0.1% |
| 7D | +1.6% | +6.6% | -5.0% | +1.9% |
| 30D | +3.5% | +8.4% | -4.9% | +4.0% |
| 3M | +15.5% | -1.8% | +17.3% | +15.4% |
| 6M | +76.2% | -2.6% | +78.8% | +76.3% |
| YTD | +64.5% | -2.0% | +66.5% | +61.2% |
| 1Y | +50.0% | +8.3% | +41.7% | +44.4% |
| All | +50.0% | +10.7% | +39.3% | +44.4% |
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 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