+7,210.0%
URI vs HSY
+1,025.0%
+6,185.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.8% | +1.0% |
| 7D | -9.8% | +7.5% | -17.3% | -12.3% |
| 30D | +1.7% | +11.1% | -9.3% | -2.5% |
| 3M | -9.1% | -1.9% | -7.1% | -8.9% |
| 6M | +9.9% | -3.0% | +12.8% | +9.6% |
| YTD | +31.2% | 0.0% | +31.2% | +29.1% |
| 1Y | +25.9% | +9.4% | +16.5% | +19.6% |
| 3Y | +147.4% | +3.8% | +143.6% | +131.4% |
| 5Y | +179.7% | +15.2% | +164.6% | +145.9% |
| 10Y | +1,419.5% | +126.9% | +1,292.7% | +897.5% |
| All | +7,210.0% | +1,025.0% | +6,185.0% | +2,572.0% |
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