+82.2%
UBER vs HSY
+64.9%
+17.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -3.9% | -3.3% | -0.6% | -3.1% |
| 30D | +11.1% | -2.8% | +13.9% | +11.9% |
| 3M | +4.9% | -4.5% | +9.4% | +6.1% |
| 6M | -1.2% | -24.2% | +23.1% | +5.6% |
| YTD | -7.3% | -2.7% | -4.5% | -7.4% |
| 1Y | -17.6% | -3.7% | -13.9% | -17.8% |
| 3Y | +61.1% | -11.5% | +72.5% | +62.9% |
| 5Y | +87.9% | +10.3% | +77.6% | +60.4% |
| All | +82.2% | +64.9% | +17.3% | +10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling