+136,006.0%
UNH vs HSY
+4,402.6%
+131,603.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -0.6% |
| 7D | +1.1% | -3.3% | +4.4% | +2.3% |
| 30D | -3.8% | -2.8% | -1.0% | -2.9% |
| 3M | +0.7% | -4.5% | +5.2% | +1.9% |
| 6M | +37.9% | -24.2% | +62.1% | +50.8% |
| YTD | +21.9% | -2.7% | +24.7% | +21.1% |
| 1Y | +31.4% | -3.7% | +35.1% | +30.7% |
| 3Y | -11.4% | -11.5% | +0.1% | -11.3% |
| 5Y | +2.5% | +10.3% | -7.8% | -5.8% |
| 10Y | +242.9% | +122.1% | +120.7% | +144.2% |
| All | +136,006.0% | +4,402.6% | +131,603.4% | +23,888.4% |
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