+20.5%
XYZ vs HSY
+8.8%
+11.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.7% |
| 7D | +12.1% | +7.5% | +4.6% | +11.8% |
| 30D | +12.4% | +11.1% | +1.3% | +12.4% |
| 3M | +8.2% | -1.9% | +10.1% | +7.2% |
| 6M | +20.7% | -3.0% | +23.7% | +19.0% |
| YTD | +31.3% | 0.0% | +31.3% | +39.1% |
| 1Y | +20.5% | +9.4% | +11.1% | +29.8% |
| All | +20.5% | +8.8% | +11.7% | +29.8% |
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