-49.8%
USAR vs HSY
+10.7%
-60.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.2% | -10.0% | -3.0% |
| 7D | -21.8% | +6.6% | -28.3% | -17.8% |
| 30D | -39.9% | +8.4% | -48.3% | -36.0% |
| 3M | -52.5% | -1.8% | -50.8% | -52.4% |
| 6M | -67.9% | -2.6% | -65.3% | -67.7% |
| YTD | -31.1% | -2.0% | -29.1% | -27.7% |
| 1Y | -49.8% | +8.3% | -58.2% | -52.8% |
| All | -49.8% | +10.7% | -60.5% | -52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling