+616.7%
ADI vs HSY
+130.0%
+486.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.3% | -1.4% |
| 7D | +1.3% | -0.4% | +1.7% | +1.4% |
| 30D | -6.0% | -3.4% | -2.5% | -5.1% |
| 3M | -7.7% | -0.5% | -7.2% | -8.3% |
| 6M | +14.0% | -19.1% | +33.1% | +20.9% |
| YTD | +34.4% | -2.1% | +36.5% | +33.3% |
| 1Y | +48.0% | -3.2% | +51.2% | +46.8% |
| 3Y | +113.3% | -8.8% | +122.1% | +112.1% |
| 5Y | +131.1% | +13.0% | +118.1% | +102.0% |
| All | +616.7% | +130.0% | +486.8% | +409.6% |
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