-21.1%
LOW vs HSY
-3.5%
-17.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.6% |
| 7D | -1.7% | -3.3% | +1.6% | -0.8% |
| 30D | -7.0% | -2.8% | -4.2% | -6.3% |
| 3M | -0.9% | -4.5% | +3.6% | +0.2% |
| 6M | -20.1% | -24.2% | +4.1% | -15.8% |
| YTD | -13.9% | -2.7% | -11.2% | -12.9% |
| 1Y | -21.1% | -3.7% | -17.4% | -20.7% |
| All | -21.1% | -3.5% | -17.6% | -20.7% |
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