+1.7%
HUT vs HSY
+10.7%
-9.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +4.2% | -27.4% | -19.7% |
| 7D | -29.5% | +6.6% | -36.1% | -24.7% |
| 30D | -45.2% | +8.4% | -53.6% | -40.4% |
| 3M | -51.6% | -1.8% | -49.9% | -50.5% |
| 6M | -37.3% | -2.6% | -34.7% | -35.3% |
| YTD | +6.5% | -2.0% | +8.5% | +26.7% |
| 1Y | +1.7% | +8.3% | -6.6% | +17.1% |
| All | +1.7% | +10.7% | -9.0% | +17.1% |
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 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