+37,071.2%
ADI vs HSY
+4,402.6%
+32,668.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.9% |
| 7D | +0.4% | -3.3% | +3.7% | +1.2% |
| 30D | -3.8% | -2.8% | -1.0% | -3.2% |
| 3M | -15.3% | -4.5% | -10.8% | -14.8% |
| 6M | +6.7% | -24.2% | +30.9% | +13.4% |
| YTD | +34.8% | -2.7% | +37.5% | +34.3% |
| 1Y | +49.0% | -3.7% | +52.8% | +48.5% |
| 3Y | +108.1% | -11.5% | +119.6% | +108.6% |
| 5Y | +142.4% | +10.3% | +132.1% | +127.3% |
| 10Y | +589.9% | +122.1% | +467.8% | +443.9% |
| All | +37,071.2% | +4,402.6% | +32,668.5% | +12,087.4% |
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