+140,402.7%
UNH vs HSY
+4,431.8%
+135,971.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | +3.4% | -2.1% | +5.5% | +4.1% |
| 30D | +3.0% | +6.1% | -3.1% | +0.6% |
| 3M | +2.7% | -5.6% | +8.4% | +4.5% |
| 6M | +2.8% | -9.5% | +12.3% | +5.6% |
| YTD | +25.9% | -2.1% | +28.0% | +24.4% |
| 1Y | +25.8% | +0.8% | +25.0% | +22.9% |
| 3Y | -20.0% | -2.1% | -17.9% | -23.0% |
| 5Y | -2.8% | +11.2% | -14.1% | -11.2% |
| 10Y | +228.7% | +128.3% | +100.4% | +131.7% |
| All | +140,402.7% | +4,431.8% | +135,971.0% | +24,540.8% |
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