+555.8%
ROKU vs HSY
+101.6%
+454.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.5% | +0.6% |
| 7D | -2.6% | -0.4% | -2.2% | -2.6% |
| 30D | +2.1% | -3.4% | +5.6% | +2.6% |
| 3M | +31.8% | -0.5% | +32.3% | +31.8% |
| 6M | +53.3% | -19.1% | +72.4% | +57.7% |
| YTD | +42.1% | -2.1% | +44.1% | +41.2% |
| 1Y | +62.3% | -3.2% | +65.6% | +61.5% |
| 3Y | +84.6% | -8.8% | +93.4% | +84.1% |
| 5Y | -53.1% | +13.0% | -66.0% | -57.3% |
| All | +555.8% | +101.6% | +454.3% | +425.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling