+420.1%
HUT vs HSY
+112.7%
+307.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.3% | +6.2% |
| 7D | +17.8% | -3.3% | +21.1% | +18.0% |
| 30D | +0.8% | -2.8% | +3.7% | +0.9% |
| 3M | -26.8% | -4.5% | -22.3% | -26.8% |
| 6M | +72.6% | -24.2% | +96.8% | +76.8% |
| YTD | +103.6% | -2.7% | +106.4% | +102.4% |
| 1Y | +265.3% | -3.7% | +269.0% | +263.6% |
| 3Y | +689.4% | -11.5% | +700.9% | +695.8% |
| 5Y | +75.3% | +10.3% | +65.0% | +58.3% |
| All | +420.1% | +112.7% | +307.4% | +299.8% |
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