-42.9%
ACN vs HSY
+13.1%
-56.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -4.8% | -1.6% | -3.3% | -4.5% |
| 30D | +1.9% | -4.2% | +6.1% | +2.7% |
| 3M | +3.9% | -0.7% | +4.6% | +4.2% |
| 6M | -15.0% | -21.8% | +6.8% | -11.8% |
| YTD | -31.9% | -2.7% | -29.2% | -32.2% |
| 1Y | -28.5% | -4.8% | -23.7% | -28.6% |
| 3Y | -41.9% | -9.4% | -32.5% | -41.1% |
| 5Y | -42.9% | +11.3% | -54.1% | -47.6% |
| All | -42.9% | +13.1% | -56.0% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling