+40.6%
UNP vs HSY
+11.5%
+29.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | -2.1% | +1.1% | -3.2% | -2.4% |
| 30D | +7.3% | +7.7% | -0.4% | +5.4% |
| 3M | +3.6% | -2.3% | +5.9% | +4.0% |
| 6M | +15.8% | -5.3% | +21.2% | +16.8% |
| YTD | +32.6% | -0.9% | +33.5% | +31.9% |
| 1Y | +37.2% | +5.2% | +32.0% | +34.6% |
| 3Y | +52.6% | +0.7% | +51.9% | +48.8% |
| 5Y | +40.6% | +12.2% | +28.4% | +23.3% |
| All | +40.6% | +11.5% | +29.1% | +23.3% |
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