+579.5%
VRSK vs HSY
+564.3%
+15.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.6% |
| 7D | -7.7% | -0.4% | -7.3% | -7.6% |
| 30D | -2.8% | -3.4% | +0.6% | -1.6% |
| 3M | -3.7% | -0.5% | -3.2% | -3.5% |
| 6M | -12.8% | -19.1% | +6.4% | -6.4% |
| YTD | -21.0% | -2.1% | -18.9% | -21.3% |
| 1Y | -32.5% | -3.2% | -29.2% | -32.6% |
| 3Y | -26.5% | -8.8% | -17.7% | -26.7% |
| 5Y | -11.5% | +13.0% | -24.5% | -20.0% |
| 10Y | +125.7% | +130.9% | -5.2% | +60.7% |
| All | +579.5% | +564.3% | +15.3% | +288.6% |
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