+6,893.4%
URI vs HSY
+993.9%
+5,899.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.0% |
| 7D | -2.0% | -3.3% | +1.3% | -0.8% |
| 30D | -12.9% | -2.8% | -10.1% | -12.1% |
| 3M | -6.7% | -4.5% | -2.2% | -5.8% |
| 6M | +19.0% | -24.2% | +43.2% | +30.8% |
| YTD | +25.5% | -2.7% | +28.3% | +25.2% |
| 1Y | +5.5% | -3.7% | +9.3% | +5.4% |
| 3Y | +111.3% | -11.5% | +122.8% | +111.3% |
| 5Y | +198.6% | +10.3% | +188.2% | +167.5% |
| 10Y | +1,179.9% | +122.1% | +1,057.8% | +748.7% |
| All | +6,893.4% | +993.9% | +5,899.5% | +2,492.7% |
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