+186.8%
UAL vs HSY
-0.5%
+187.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.8% |
| 7D | -3.0% | -2.1% | -0.9% | -2.9% |
| 30D | +10.5% | +6.1% | +4.4% | +9.9% |
| 3M | -13.5% | -5.6% | -7.9% | -13.1% |
| 6M | +14.2% | -9.5% | +23.8% | +14.8% |
| YTD | -2.2% | -2.1% | -0.1% | -1.9% |
| 1Y | +12.5% | +0.8% | +11.7% | +12.7% |
| 3Y | +186.8% | -2.1% | +189.0% | +188.8% |
| All | +186.8% | -0.5% | +187.3% | +188.8% |
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