+40,736.5%
ADI vs HSY
+4,431.8%
+36,304.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.3% | -2.9% |
| 7D | +9.5% | -2.1% | +11.6% | +10.0% |
| 30D | -1.4% | +6.1% | -7.5% | -3.2% |
| 3M | +4.7% | -5.6% | +10.4% | +5.6% |
| 6M | -7.4% | -9.5% | +2.1% | -6.2% |
| YTD | +48.1% | -2.1% | +50.2% | +46.6% |
| 1Y | +69.6% | +0.8% | +68.9% | +66.6% |
| 3Y | +144.4% | -2.1% | +146.5% | +137.7% |
| 5Y | +134.1% | +11.2% | +122.9% | +118.2% |
| 10Y | +632.8% | +128.3% | +504.5% | +471.7% |
| All | +40,736.5% | +4,431.8% | +36,304.7% | +13,203.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling