+8,200.6%
USB vs HSY
+4,437.8%
+3,762.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.3% | +0.6% |
| 7D | +2.4% | +6.6% | -4.2% | +0.4% |
| 30D | +6.6% | +8.4% | -1.8% | +3.9% |
| 3M | -4.1% | -1.8% | -2.3% | -3.8% |
| 6M | +12.5% | -2.6% | +15.1% | +12.6% |
| YTD | +17.6% | -2.0% | +19.6% | +16.8% |
| 1Y | +36.5% | +8.3% | +28.2% | +31.2% |
| 3Y | +95.4% | +1.5% | +93.9% | +87.3% |
| 5Y | +26.1% | +12.9% | +13.3% | +15.2% |
| 10Y | +101.3% | +122.3% | -21.0% | +46.7% |
| All | +8,200.6% | +4,437.8% | +3,762.9% | +2,818.2% |
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