+8,026.5%
USB vs HSY
+4,513.9%
+3,512.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.6% |
| 7D | -1.5% | +10.7% | -12.2% | -4.5% |
| 30D | +4.3% | +10.3% | -6.0% | +1.1% |
| 3M | -6.1% | -0.4% | -5.7% | -6.2% |
| 6M | +9.4% | -2.5% | +11.9% | +9.5% |
| YTD | +15.2% | -0.3% | +15.5% | +13.7% |
| 1Y | +32.8% | +7.6% | +25.2% | +27.9% |
| 3Y | +91.3% | +3.2% | +88.1% | +82.4% |
| 5Y | +22.7% | +14.7% | +7.9% | +11.4% |
| 10Y | +97.0% | +126.0% | -29.0% | +42.8% |
| All | +8,026.5% | +4,513.9% | +3,512.6% | +2,742.2% |
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