-68.3%
U vs HSY
+10.6%
-78.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +4.4% | -3.0% | +7.3% | +4.3% |
| 30D | -1.3% | -5.0% | +3.7% | -1.3% |
| 3M | +49.6% | -1.3% | +50.9% | +49.7% |
| 6M | +100.2% | -21.5% | +121.7% | +99.1% |
| YTD | -3.7% | -3.3% | -0.4% | -4.2% |
| 1Y | -6.5% | -5.5% | -1.0% | -7.0% |
| 3Y | +12.9% | -9.9% | +22.8% | +11.3% |
| 5Y | -68.3% | +11.3% | -79.6% | -68.3% |
| All | -68.3% | +10.6% | -78.9% | -68.3% |
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