+39,776.7%
LOW vs HSY
+4,431.8%
+35,344.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | -0.1% |
| 7D | +1.4% | -2.1% | +3.6% | +2.2% |
| 30D | +21.7% | +6.1% | +15.6% | +19.1% |
| 3M | +5.0% | -5.6% | +10.6% | +7.2% |
| 6M | +4.6% | -9.5% | +14.1% | +8.1% |
| YTD | -3.5% | -2.1% | -1.4% | -3.5% |
| 1Y | +0.5% | +0.8% | -0.2% | -0.6% |
| 3Y | +24.8% | -2.1% | +26.9% | +21.6% |
| 5Y | +6.5% | +11.2% | -4.8% | -2.0% |
| 10Y | +294.6% | +128.3% | +166.3% | +180.6% |
| All | +39,776.7% | +4,431.8% | +35,344.9% | +8,811.3% |
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