+13.5%
U vs HSY
-9.5%
+23.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +4.5% | -1.6% | +6.0% | +4.5% |
| 30D | -0.6% | -4.2% | +3.7% | -0.6% |
| 3M | +48.4% | -0.7% | +49.2% | +48.6% |
| 6M | +115.4% | -21.8% | +137.2% | +114.4% |
| YTD | -3.2% | -2.7% | -0.5% | -4.1% |
| 1Y | -6.0% | -4.8% | -1.2% | -6.8% |
| 3Y | +13.5% | -9.4% | +22.8% | +6.1% |
| All | +13.5% | -9.5% | +23.0% | +6.1% |
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