+152.7%
URI vs HSY
-1.0%
+153.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -1.0% |
| 7D | +9.3% | -2.3% | +11.7% | +9.4% |
| 30D | +7.6% | +6.3% | +1.3% | +7.3% |
| 3M | +1.0% | -5.2% | +6.2% | +1.2% |
| 6M | +19.8% | -8.3% | +28.1% | +20.3% |
| YTD | +41.9% | -2.7% | +44.5% | +42.7% |
| 1Y | +33.4% | +0.1% | +33.2% | +34.1% |
| All | +152.7% | -1.0% | +153.8% | +156.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling