+8.0%
ZS vs HSY
-0.5%
+8.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.2% |
| 7D | -2.6% | -2.1% | -0.5% | -3.2% |
| 30D | -12.8% | +6.1% | -18.9% | -11.3% |
| 3M | +2.3% | -5.6% | +7.9% | +1.4% |
| 6M | +26.3% | -9.5% | +35.8% | +24.2% |
| YTD | -14.4% | -2.1% | -12.3% | -15.2% |
| 1Y | -37.6% | +0.8% | -38.4% | -38.0% |
| 3Y | +8.0% | -2.1% | +10.2% | +9.2% |
| All | +8.0% | -0.5% | +8.5% | +9.2% |
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