+31.8%
USB vs HSY
+8.8%
+23.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | 0.0% | +7.5% | -7.5% | -0.4% |
| 30D | +5.8% | +11.1% | -5.2% | +5.4% |
| 3M | -6.0% | -1.9% | -4.0% | -6.1% |
| 6M | +7.8% | -3.0% | +10.7% | +7.3% |
| YTD | +14.6% | 0.0% | +14.6% | +14.5% |
| 1Y | +31.8% | +9.4% | +22.3% | +31.5% |
| All | +31.8% | +8.8% | +23.0% | +31.5% |
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 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