+151.4%
ADBE vs HSY
+128.6%
+22.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -2.5% | -5.2% | +2.7% | -1.2% |
| 3M | +15.3% | -3.4% | +18.7% | +16.4% |
| 6M | -7.8% | -19.2% | +11.4% | -3.0% |
| YTD | -27.9% | -2.6% | -25.3% | -28.5% |
| 1Y | -28.0% | -3.8% | -24.3% | -28.6% |
| 3Y | -55.3% | -10.6% | -44.7% | -55.3% |
| 5Y | -61.7% | +12.3% | -74.0% | -66.0% |
| All | +151.4% | +128.6% | +22.8% | +83.6% |
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 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