+7.1%
USAR vs HSY
-4.1%
+11.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -3.3% |
| 7D | -11.6% | +0.1% | -11.7% | -11.6% |
| 30D | -15.5% | -5.2% | -10.3% | -17.5% |
| 3M | -31.0% | -3.4% | -27.6% | -31.3% |
| 6M | -26.2% | -19.2% | -7.0% | -27.4% |
| YTD | +30.8% | -2.6% | +33.4% | +28.4% |
| 1Y | +7.1% | -3.8% | +10.9% | +2.4% |
| All | +7.1% | -4.1% | +11.2% | +2.4% |
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