+72.6%
XYZ vs HSY
+3.5%
+69.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.7% |
| 7D | +12.1% | +7.5% | +4.6% | +11.6% |
| 30D | +12.4% | +11.1% | +1.3% | +11.7% |
| 3M | +8.2% | -1.9% | +10.1% | +8.0% |
| 6M | +20.7% | -3.0% | +23.7% | +20.4% |
| YTD | +31.3% | 0.0% | +31.3% | +30.9% |
| 1Y | +20.5% | +9.4% | +11.1% | +19.4% |
| 3Y | +72.6% | +3.8% | +68.9% | +71.4% |
| All | +72.6% | +3.5% | +69.1% | +71.4% |
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