-9.1%
LOW vs HSY
-9.9%
+0.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | -0.6% | -3.0% | +2.3% | 0.0% |
| 30D | -9.3% | -5.0% | -4.2% | -8.3% |
| 3M | -8.1% | -1.3% | -6.8% | -7.8% |
| 6M | -19.8% | -21.5% | +1.7% | -16.2% |
| YTD | -16.4% | -3.3% | -13.1% | -15.8% |
| 1Y | -24.7% | -5.5% | -19.2% | -24.0% |
| All | -9.1% | -9.9% | +0.8% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling