+107.3%
META vs HSY
-11.4%
+118.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +0.9% |
| 7D | +6.7% | -3.3% | +10.0% | +6.6% |
| 30D | +4.8% | -2.8% | +7.6% | +4.6% |
| 3M | -1.6% | -4.5% | +2.9% | -1.8% |
| 6M | -7.5% | -24.2% | +16.8% | -9.7% |
| YTD | -6.4% | -2.7% | -3.7% | -5.9% |
| 1Y | -17.3% | -3.7% | -13.6% | -17.1% |
| All | +107.3% | -11.4% | +118.7% | +125.2% |
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