+146.0%
QLD vs HSY
-0.5%
+146.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.0% | -2.4% |
| 7D | +7.0% | -2.1% | +9.1% | +6.6% |
| 30D | -14.3% | +6.1% | -20.4% | -13.3% |
| 3M | -16.0% | -5.6% | -10.4% | -16.2% |
| 6M | -14.2% | -9.5% | -4.7% | -14.3% |
| YTD | +12.8% | -2.1% | +14.9% | +13.5% |
| 1Y | +14.1% | +0.8% | +13.3% | +15.0% |
| 3Y | +146.0% | -2.1% | +148.1% | +145.9% |
| All | +146.0% | -0.5% | +146.4% | +145.9% |
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