+133.8%
ADI vs HSY
+11.0%
+122.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.3% | -2.8% |
| 7D | +9.5% | -2.1% | +11.6% | +9.6% |
| 30D | -1.4% | +6.1% | -7.5% | -1.9% |
| 3M | +4.7% | -5.6% | +10.4% | +5.2% |
| 6M | -7.4% | -9.5% | +2.1% | -6.4% |
| YTD | +48.1% | -2.1% | +50.2% | +47.9% |
| 1Y | +69.6% | +0.8% | +68.9% | +68.7% |
| 3Y | +144.4% | -2.1% | +146.5% | +141.1% |
| All | +133.8% | +11.0% | +122.8% | +121.9% |
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