-26.3%
LOW vs HSY
-4.1%
-22.1%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -3.7% | +0.1% | -3.8% | -3.8% |
| 30D | -8.9% | -5.2% | -3.7% | -7.5% |
| 3M | -10.4% | -3.4% | -7.0% | -9.6% |
| 6M | -19.4% | -19.2% | -0.2% | -16.0% |
| YTD | -17.1% | -2.6% | -14.5% | -16.1% |
| 1Y | -26.3% | -3.8% | -22.5% | -26.1% |
| All | -26.3% | -4.1% | -22.1% | -26.1% |
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