+9,321.7%
UNP vs HSY
+4,402.6%
+4,919.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | -5.3% | -3.3% | -2.1% | -4.4% |
| 30D | -1.5% | -2.8% | +1.3% | -0.8% |
| 3M | +10.3% | -4.5% | +14.7% | +11.4% |
| 6M | +9.7% | -24.2% | +33.9% | +18.5% |
| YTD | +27.1% | -2.7% | +29.8% | +27.1% |
| 1Y | +32.6% | -3.7% | +36.3% | +32.6% |
| 3Y | +40.0% | -11.5% | +51.5% | +41.2% |
| 5Y | +50.8% | +10.3% | +40.5% | +41.3% |
| 10Y | +278.6% | +122.1% | +156.5% | +185.4% |
| All | +9,321.7% | +4,402.6% | +4,919.1% | +3,196.3% |
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 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