+7.1%
LOW vs HSY
+11.0%
-3.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | 0.0% |
| 7D | +1.4% | -2.1% | +3.6% | +2.0% |
| 30D | +21.7% | +6.1% | +15.6% | +19.8% |
| 3M | +5.0% | -5.6% | +10.6% | +6.5% |
| 6M | +4.6% | -9.5% | +14.1% | +6.9% |
| YTD | -3.5% | -2.1% | -1.4% | -3.4% |
| 1Y | +0.5% | +0.8% | -0.2% | -0.1% |
| 3Y | +24.8% | -2.1% | +26.9% | +23.4% |
| All | +7.1% | +11.0% | -3.9% | -2.1% |
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 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