+1.9%
META vs HSY
+5.5%
-3.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | +3.3% | +3.8% | -0.5% | +3.4% |
| 30D | -10.8% | +6.9% | -17.6% | -10.7% |
| 3M | +7.9% | -4.1% | +12.0% | +8.5% |
| 6M | +5.4% | -5.0% | +10.4% | +6.6% |
| YTD | -2.6% | -2.3% | -0.3% | +3.0% |
| 1Y | +1.9% | +6.1% | -4.2% | +8.7% |
| All | +1.9% | +5.5% | -3.6% | +8.7% |
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