+203.4%
URI vs HSY
+10.4%
+193.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.7% |
| 7D | -2.0% | -3.3% | +1.3% | -1.7% |
| 30D | -12.9% | -2.8% | -10.1% | -12.8% |
| 3M | -6.7% | -4.5% | -2.2% | -6.5% |
| 6M | +19.0% | -24.2% | +43.2% | +22.0% |
| YTD | +25.5% | -2.7% | +28.3% | +26.0% |
| 1Y | +5.5% | -3.7% | +9.3% | +6.0% |
| 3Y | +111.3% | -11.5% | +122.8% | +115.1% |
| All | +203.4% | +10.4% | +193.0% | +201.3% |
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