+43.4%
XLK vs HSY
-3.5%
+46.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.4% |
| 7D | +0.9% | -3.3% | +4.2% | 0.0% |
| 30D | +0.7% | -2.8% | +3.6% | 0.0% |
| 3M | -2.9% | -4.5% | +1.6% | -3.4% |
| 6M | +34.3% | -24.2% | +58.5% | +30.0% |
| YTD | +30.4% | -2.7% | +33.1% | +31.4% |
| 1Y | +43.4% | -3.7% | +47.1% | +45.6% |
| All | +43.4% | -3.5% | +46.9% | +45.6% |
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 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