-2.0%
XRT vs HSY
-5.5%
+3.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -2.4% | -3.0% | +0.5% | -2.0% |
| 30D | -6.9% | -5.0% | -1.9% | -6.2% |
| 3M | -0.4% | -1.3% | +0.9% | -0.1% |
| 6M | +2.2% | -21.5% | +23.7% | +5.0% |
| YTD | -0.7% | -3.3% | +2.6% | -1.4% |
| 1Y | -2.0% | -5.5% | +3.5% | -2.9% |
| All | -2.0% | -5.5% | +3.5% | -2.9% |
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