+17.5%
P vs HSY
+10.7%
+6.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.2% | -9.2% | -2.5% |
| 7D | -19.4% | +6.6% | -25.9% | -15.7% |
| 30D | -22.3% | +8.4% | -30.7% | -18.0% |
| 3M | +33.2% | -1.8% | +35.0% | +35.6% |
| 6M | +53.6% | -2.6% | +56.3% | +56.9% |
| YTD | +66.8% | -2.0% | +68.8% | +63.1% |
| 1Y | +17.5% | +8.3% | +9.2% | +5.5% |
| All | +17.5% | +10.7% | +6.9% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling