+67.7%
USAR vs HSY
-9.9%
+77.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.5% |
| 7D | -4.4% | -3.0% | -1.5% | -4.7% |
| 30D | -10.4% | -5.0% | -5.4% | -10.9% |
| 3M | -18.4% | -1.3% | -17.1% | -18.5% |
| 6M | -8.8% | -21.5% | +12.7% | -7.8% |
| YTD | +43.4% | -3.3% | +46.6% | +41.7% |
| 1Y | +21.0% | -5.5% | +26.5% | +19.2% |
| All | +67.7% | -9.9% | +77.7% | +66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling