+5.3%
HUM vs HSY
+12.0%
-6.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.8% | +2.4% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +5.4% | -5.2% | +10.6% | +6.3% |
| 3M | +11.4% | -3.4% | +14.8% | +11.9% |
| 6M | +141.5% | -19.2% | +160.7% | +151.1% |
| YTD | +61.2% | -2.6% | +63.8% | +59.9% |
| 1Y | +49.2% | -3.8% | +52.9% | +48.4% |
| 3Y | -9.0% | -10.6% | +1.6% | -6.5% |
| All | +5.3% | +12.0% | -6.7% | -3.4% |
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