-14.3%
ACN vs HSY
+0.7%
-14.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.6% |
| 7D | +1.6% | +3.8% | -2.3% | +0.9% |
| 30D | +24.6% | +6.9% | +17.8% | +23.5% |
| 3M | +46.2% | -4.1% | +50.3% | +46.7% |
| 6M | +46.2% | -5.0% | +51.2% | +46.2% |
| YTD | -0.9% | -2.3% | +1.4% | -1.5% |
| 1Y | +8.8% | +6.1% | +2.7% | +7.2% |
| 3Y | -14.3% | -0.7% | -13.6% | -14.7% |
| All | -14.3% | +0.7% | -14.9% | -14.7% |
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