-72.2%
OPEN vs HSY
+52.2%
-124.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -2.9% | -3.0% | 0.0% | -2.7% |
| 30D | -13.8% | -5.0% | -8.8% | -13.5% |
| 3M | -30.9% | -1.3% | -29.6% | -30.8% |
| 6M | -40.9% | -21.5% | -19.4% | -39.8% |
| YTD | -48.5% | -3.3% | -45.3% | -48.5% |
| 1Y | -50.9% | -5.5% | -45.4% | -50.8% |
| 3Y | -20.6% | -9.9% | -10.7% | -21.6% |
| 5Y | -84.2% | +11.3% | -95.5% | -82.5% |
| All | -72.2% | +52.2% | -124.5% | -73.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling