-17.1%
OPEN vs HSY
-10.5%
-6.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.8% |
| 7D | -4.3% | -3.3% | -1.0% | -3.8% |
| 30D | -16.2% | -2.8% | -13.4% | -15.9% |
| 3M | -36.4% | -4.5% | -31.9% | -36.0% |
| 6M | -35.5% | -24.2% | -11.2% | -32.3% |
| YTD | -46.0% | -2.7% | -43.2% | -46.1% |
| 1Y | -47.1% | -3.7% | -43.4% | -47.3% |
| All | -17.1% | -10.5% | -6.6% | -20.2% |
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