+94.1%
HUT vs HSY
+13.1%
+81.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.4% |
| 7D | +28.3% | -1.6% | +29.8% | +27.7% |
| 30D | +12.3% | -4.2% | +16.5% | +11.0% |
| 3M | -16.8% | -0.7% | -16.1% | -16.4% |
| 6M | +111.4% | -21.8% | +133.2% | +100.9% |
| YTD | +116.6% | -2.7% | +119.2% | +119.1% |
| 1Y | +290.5% | -4.8% | +295.3% | +296.3% |
| 3Y | +792.3% | -9.4% | +801.7% | +839.7% |
| 5Y | +94.1% | +11.3% | +82.9% | +183.6% |
| All | +94.1% | +13.1% | +81.0% | +183.6% |
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 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