-24.4%
KVUE vs HSY
-29.9%
+5.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.1% |
| 7D | -6.1% | -0.4% | -5.7% | -6.0% |
| 30D | -5.6% | -3.4% | -2.1% | -4.7% |
| 3M | -0.3% | -0.5% | +0.2% | -0.3% |
| 6M | +1.4% | -19.1% | +20.5% | +6.2% |
| YTD | +6.7% | -2.1% | +8.8% | +6.8% |
| 1Y | +1.0% | -3.2% | +4.2% | +1.5% |
| 3Y | -5.4% | -8.8% | +3.4% | -4.1% |
| All | -24.4% | -29.9% | +5.5% | -23.4% |
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