+9,738.8%
UNP vs HSY
+4,431.8%
+5,307.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.7% |
| 7D | +4.2% | -2.1% | +6.4% | +4.9% |
| 30D | +5.6% | +6.1% | -0.5% | +3.6% |
| 3M | +2.0% | -5.6% | +7.7% | +3.5% |
| 6M | +15.4% | -9.5% | +25.0% | +18.2% |
| YTD | +32.7% | -2.1% | +34.8% | +32.2% |
| 1Y | +39.4% | +0.8% | +38.7% | +37.7% |
| 3Y | +54.3% | -2.1% | +56.4% | +50.7% |
| 5Y | +39.6% | +11.2% | +28.4% | +30.3% |
| 10Y | +288.9% | +128.3% | +160.6% | +190.7% |
| All | +9,738.8% | +4,431.8% | +5,307.0% | +3,329.4% |
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