+72.4%
UBER vs HSY
+65.1%
+7.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -4.9% | -5.2% | +0.3% | -3.6% |
| 3M | +3.0% | -3.4% | +6.5% | +4.0% |
| 6M | -4.4% | -19.2% | +14.8% | +0.5% |
| YTD | -12.3% | -2.6% | -9.7% | -12.4% |
| 1Y | -24.3% | -3.8% | -20.5% | -24.4% |
| 3Y | +46.4% | -10.6% | +57.1% | +47.5% |
| 5Y | +79.7% | +12.3% | +67.4% | +51.8% |
| All | +72.4% | +65.1% | +7.3% | +4.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling