+201.2%
ABT vs HSY
+130.0%
+71.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.2% |
| 7D | -5.0% | -0.4% | -4.6% | -4.9% |
| 30D | -5.8% | -3.4% | -2.4% | -4.7% |
| 3M | +16.7% | -0.5% | +17.2% | +16.8% |
| 6M | -5.2% | -19.1% | +13.9% | +1.3% |
| YTD | -16.0% | -2.1% | -13.9% | -16.0% |
| 1Y | -18.3% | -3.2% | -15.0% | -18.1% |
| 3Y | +9.2% | -8.8% | +18.0% | +9.9% |
| 5Y | -11.6% | +13.0% | -24.5% | -19.8% |
| All | +201.2% | +130.0% | +71.3% | +127.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling