+34,839.7%
LOW vs HSY
+4,405.8%
+30,434.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | +0.4% | -1.6% | +1.9% | +0.9% |
| 30D | -10.1% | -4.2% | -5.9% | -8.7% |
| 3M | -2.9% | -0.7% | -2.1% | -2.7% |
| 6M | -19.4% | -21.8% | +2.4% | -12.3% |
| YTD | -15.4% | -2.7% | -12.8% | -15.2% |
| 1Y | -24.9% | -4.8% | -20.1% | -24.4% |
| 3Y | -7.8% | -9.4% | +1.6% | -7.6% |
| 5Y | +8.4% | +11.3% | -2.9% | -0.3% |
| 10Y | +226.8% | +125.0% | +101.8% | +133.3% |
| All | +34,839.7% | +4,405.8% | +30,434.0% | +7,727.4% |
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 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