-24.5%
KVUE vs HSY
-30.4%
+5.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -6.3% | -5.2% | -1.1% | -5.1% |
| 3M | -0.5% | -3.4% | +2.9% | +0.2% |
| 6M | +3.1% | -19.2% | +22.3% | +8.0% |
| YTD | +6.7% | -2.6% | +9.3% | +6.9% |
| 1Y | -1.1% | -3.8% | +2.6% | -0.5% |
| 3Y | -8.7% | -10.6% | +1.9% | -7.1% |
| All | -24.5% | -30.4% | +5.9% | -23.3% |
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