+206.3%
P vs HSY
-1.0%
+207.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.8% | +5.2% | +2.7% |
| 7D | +17.8% | -2.3% | +20.2% | +16.8% |
| 30D | -29.9% | +6.3% | -36.1% | -27.6% |
| 3M | -1.2% | -5.2% | +4.0% | -1.2% |
| 6M | +32.1% | -8.3% | +40.4% | +32.2% |
| YTD | +64.3% | -2.7% | +67.0% | +67.7% |
| 1Y | +24.3% | +0.1% | +24.1% | +27.7% |
| All | +206.3% | -1.0% | +207.4% | +209.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling