-52.0%
ROKU vs HSY
+12.0%
-64.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +2.1% | -5.2% | +7.3% | +1.8% |
| 3M | +29.5% | -3.4% | +32.9% | +29.3% |
| 6M | +53.8% | -19.2% | +73.0% | +51.8% |
| YTD | +42.8% | -2.6% | +45.4% | +42.5% |
| 1Y | +60.7% | -3.8% | +64.5% | +60.6% |
| 3Y | +83.9% | -10.6% | +94.5% | +81.7% |
| All | -52.0% | +12.0% | -64.0% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling