+22.5%
P vs HSY
-5.5%
+28.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -4.2% |
| 7D | +5.0% | -3.0% | +8.0% | +4.0% |
| 30D | -0.9% | -5.0% | +4.1% | -2.5% |
| 3M | +38.7% | -1.3% | +40.0% | +38.7% |
| 6M | +54.4% | -21.5% | +75.9% | +50.3% |
| YTD | +44.8% | -3.3% | +48.1% | +42.8% |
| 1Y | +22.5% | -5.5% | +28.0% | +23.2% |
| All | +22.5% | -5.5% | +28.1% | +23.2% |
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 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