+115.0%
UMC vs HSY
+10.7%
+104.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.2% | -6.2% | -0.4% |
| 7D | -14.7% | +6.6% | -21.2% | -12.2% |
| 30D | -32.9% | +8.4% | -41.2% | -30.4% |
| 3M | -22.2% | -1.8% | -20.4% | -21.7% |
| 6M | +25.9% | -2.6% | +28.5% | +26.9% |
| YTD | +107.9% | -2.0% | +109.9% | +116.5% |
| 1Y | +115.0% | +8.3% | +106.7% | +124.0% |
| All | +115.0% | +10.7% | +104.4% | +124.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling