+265.3%
HUT vs HSY
-3.5%
+268.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +5.6% |
| 7D | +17.8% | -3.3% | +21.1% | +15.6% |
| 30D | +0.8% | -2.8% | +3.7% | -0.6% |
| 3M | -26.8% | -4.5% | -22.3% | -27.3% |
| 6M | +72.6% | -24.2% | +96.8% | +54.7% |
| YTD | +103.6% | -2.7% | +106.4% | +118.7% |
| 1Y | +265.3% | -3.7% | +269.0% | +336.9% |
| All | +265.3% | -3.5% | +268.8% | +336.9% |
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