-83.6%
OPEN vs HSY
+13.1%
-96.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +1.0% | -1.6% | +2.5% | +1.1% |
| 30D | -11.9% | -4.2% | -7.7% | -11.6% |
| 3M | -28.8% | -0.7% | -28.0% | -28.8% |
| 6M | -38.6% | -21.8% | -16.8% | -37.1% |
| YTD | -47.3% | -2.7% | -44.7% | -47.4% |
| 1Y | -49.2% | -4.8% | -44.4% | -49.1% |
| 3Y | -18.8% | -9.4% | -9.4% | -20.1% |
| 5Y | -83.6% | +11.3% | -94.9% | -76.8% |
| All | -83.6% | +13.1% | -96.7% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling