+86.8%
ACN vs HSY
+130.0%
-43.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +0.8% |
| 7D | -7.9% | -0.4% | -7.5% | -7.7% |
| 30D | -1.1% | -3.4% | +2.4% | +0.1% |
| 3M | +5.6% | -0.5% | +6.1% | +6.0% |
| 6M | -9.9% | -19.1% | +9.2% | -3.8% |
| YTD | -32.3% | -2.1% | -30.3% | -32.7% |
| 1Y | -25.3% | -3.2% | -22.1% | -25.7% |
| 3Y | -42.3% | -8.8% | -33.5% | -42.4% |
| 5Y | -43.5% | +13.0% | -56.4% | -49.9% |
| All | +86.8% | +130.0% | -43.2% | +35.2% |
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 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