+117.0%
AAPL vs HSY
+11.4%
+105.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -3.0% | -3.0% | 0.0% | -2.3% |
| 30D | +2.3% | -5.0% | +7.3% | +3.4% |
| 3M | +8.6% | -1.3% | +9.9% | +8.8% |
| 6M | +21.6% | -21.5% | +43.1% | +27.5% |
| YTD | +16.3% | -3.3% | +19.6% | +16.4% |
| 1Y | +35.1% | -5.5% | +40.5% | +35.7% |
| 3Y | +79.4% | -9.9% | +89.3% | +82.0% |
| All | +117.0% | +11.4% | +105.6% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling