+227.4%
HUT vs HSY
-5.5%
+232.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.9% |
| 7D | +18.9% | -3.0% | +21.8% | +17.0% |
| 30D | +12.0% | -5.0% | +17.0% | +8.9% |
| 3M | -14.9% | -1.3% | -13.5% | -14.7% |
| 6M | +96.8% | -21.5% | +118.3% | +80.2% |
| YTD | +108.8% | -3.3% | +112.1% | +123.3% |
| 1Y | +227.4% | -5.5% | +232.9% | +291.6% |
| All | +227.4% | -5.5% | +232.9% | +291.6% |
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