-87.4%
OPEN vs HSY
+56.0%
-143.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.8% | +4.1% |
| 7D | -31.1% | +1.1% | -32.2% | -31.2% |
| 30D | -34.7% | +7.7% | -42.4% | -35.1% |
| 3M | -61.9% | -2.3% | -59.6% | -61.9% |
| 6M | -71.9% | -5.3% | -66.5% | -71.8% |
| YTD | -76.6% | -0.9% | -75.7% | -76.6% |
| 1Y | -83.9% | +5.2% | -89.1% | -84.0% |
| 3Y | -34.4% | +0.7% | -35.1% | -34.9% |
| 5Y | -93.9% | +12.2% | -106.2% | -93.4% |
| All | -87.4% | +56.0% | -143.4% | -87.9% |
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