-93.3%
OPEN vs HSY
+12.9%
-106.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.0% |
| 7D | -21.7% | +1.3% | -23.0% | -21.8% |
| 30D | -36.5% | +6.6% | -43.1% | -37.0% |
| 3M | -59.5% | -4.1% | -55.4% | -59.4% |
| 6M | -71.9% | -5.2% | -66.6% | -71.8% |
| YTD | -75.8% | -2.5% | -73.3% | -75.9% |
| 1Y | -78.5% | +4.7% | -83.3% | -78.7% |
| 3Y | -30.2% | +0.6% | -30.8% | -31.0% |
| 5Y | -93.3% | +11.7% | -105.0% | -89.7% |
| All | -93.3% | +12.9% | -106.2% | -89.7% |
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