-70.8%
OPEN vs HSY
+53.1%
-123.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.7% |
| 7D | -4.3% | -3.3% | -1.0% | -4.0% |
| 30D | -16.2% | -2.8% | -13.4% | -16.1% |
| 3M | -36.4% | -4.5% | -31.9% | -36.2% |
| 6M | -35.5% | -24.2% | -11.2% | -34.0% |
| YTD | -46.0% | -2.7% | -43.2% | -45.9% |
| 1Y | -47.1% | -3.7% | -43.4% | -47.1% |
| 3Y | -19.0% | -11.5% | -7.6% | -20.2% |
| 5Y | -83.6% | +10.3% | -93.9% | -81.9% |
| All | -70.8% | +53.1% | -123.9% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling