+32.9%
URI vs HSY
+10.7%
+22.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.2% | -8.5% | -4.7% |
| 7D | -4.3% | +6.6% | -10.9% | -4.9% |
| 30D | +4.6% | +8.4% | -3.8% | +3.8% |
| 3M | -2.1% | -1.8% | -0.4% | -2.0% |
| 6M | +21.9% | -2.6% | +24.6% | +21.1% |
| YTD | +39.7% | -2.0% | +41.7% | +41.4% |
| 1Y | +32.9% | +8.3% | +24.5% | +31.9% |
| All | +32.9% | +10.7% | +22.2% | +31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling