+86.7%
ABBV vs HSY
-9.9%
+96.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -4.1% | -3.0% | -1.2% | -3.5% |
| 30D | +1.2% | -5.0% | +6.2% | +2.3% |
| 3M | +12.1% | -1.3% | +13.4% | +12.3% |
| 6M | +12.0% | -21.5% | +33.5% | +17.3% |
| YTD | +12.4% | -3.3% | +15.7% | +12.5% |
| 1Y | +22.9% | -5.5% | +28.4% | +23.3% |
| All | +86.7% | -9.9% | +96.6% | +89.2% |
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