+1,156.2%
ABBV vs HSY
+229.1%
+927.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.1% |
| 7D | +0.4% | -3.3% | +3.7% | +1.3% |
| 30D | +4.2% | -2.8% | +7.0% | +5.0% |
| 3M | +14.8% | -4.5% | +19.3% | +16.1% |
| 6M | +10.3% | -24.2% | +34.5% | +18.7% |
| YTD | +14.9% | -2.7% | +17.6% | +14.9% |
| 1Y | +24.1% | -3.7% | +27.9% | +24.2% |
| 3Y | +91.9% | -11.5% | +103.4% | +94.1% |
| 5Y | +176.0% | +10.3% | +165.7% | +157.3% |
| 10Y | +502.9% | +122.1% | +380.8% | +354.7% |
| All | +1,156.2% | +229.1% | +927.1% | +681.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling