+5,556.9%
HUM vs HSY
+4,377.7%
+1,179.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.6% |
| 7D | -0.2% | -3.0% | +2.7% | +0.6% |
| 30D | +3.7% | -5.0% | +8.8% | +5.2% |
| 3M | +10.4% | -1.3% | +11.7% | +10.3% |
| 6M | +125.7% | -21.5% | +147.2% | +139.9% |
| YTD | +57.3% | -3.3% | +60.6% | +56.8% |
| 1Y | +48.6% | -5.5% | +54.1% | +48.9% |
| 3Y | -11.3% | -9.9% | -1.4% | -11.5% |
| 5Y | +0.8% | +11.3% | -10.5% | -5.8% |
| 10Y | +146.7% | +128.1% | +18.6% | +88.6% |
| All | +5,556.9% | +4,377.7% | +1,179.2% | +1,968.1% |
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