+169.9%
W vs HSY
-1.0%
+171.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -2.3% |
| 7D | -1.7% | -2.3% | +0.7% | -1.3% |
| 30D | +3.2% | +6.3% | -3.0% | +2.1% |
| 3M | +8.3% | -5.2% | +13.5% | +9.1% |
| 6M | +84.3% | -8.3% | +92.6% | +85.8% |
| YTD | +11.0% | -2.7% | +13.7% | +11.2% |
| 1Y | -0.2% | +0.1% | -0.4% | -0.3% |
| All | +169.9% | -1.0% | +171.0% | +168.3% |
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