+7,802.5%
URI vs HSY
+994.8%
+6,807.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.4% |
| 7D | +9.3% | -2.3% | +11.7% | +10.2% |
| 30D | +7.6% | +6.3% | +1.3% | +4.7% |
| 3M | +1.0% | -5.2% | +6.2% | +2.5% |
| 6M | +19.8% | -8.3% | +28.1% | +22.1% |
| YTD | +41.9% | -2.7% | +44.5% | +40.8% |
| 1Y | +33.4% | +0.1% | +33.2% | +30.9% |
| 3Y | +156.0% | -1.0% | +157.1% | +143.7% |
| 5Y | +209.5% | +10.6% | +198.9% | +176.2% |
| 10Y | +1,199.8% | +127.0% | +1,072.8% | +752.1% |
| All | +7,802.5% | +994.8% | +6,807.7% | +2,815.5% |
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 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