+76.2%
UBER vs HSY
+10.6%
+65.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.8% |
| 7D | -7.0% | -3.0% | -4.1% | -7.0% |
| 30D | -8.9% | -5.0% | -3.9% | -8.9% |
| 3M | +1.0% | -1.3% | +2.3% | +1.1% |
| 6M | -3.7% | -21.5% | +17.8% | -4.5% |
| YTD | -13.0% | -3.3% | -9.7% | -12.8% |
| 1Y | -25.5% | -5.5% | -20.0% | -25.2% |
| 3Y | +50.5% | -9.9% | +60.4% | +49.9% |
| 5Y | +76.2% | +11.3% | +64.8% | +97.3% |
| All | +76.2% | +10.6% | +65.6% | +97.3% |
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