+1,475.9%
XLK vs HSY
+971.1%
+504.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -0.6% | -5.2% | +4.6% | +0.5% |
| 3M | +2.6% | -3.4% | +6.0% | +2.8% |
| 6M | +34.0% | -19.2% | +53.2% | +39.7% |
| YTD | +30.7% | -2.6% | +33.3% | +29.7% |
| 1Y | +39.2% | -3.8% | +43.0% | +38.1% |
| 3Y | +120.4% | -10.6% | +131.0% | +118.7% |
| 5Y | +148.8% | +12.3% | +136.5% | +130.2% |
| 10Y | +803.3% | +129.6% | +673.7% | +593.1% |
| All | +1,475.9% | +971.1% | +504.8% | +907.1% |
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