+126.6%
ADM vs HSY
+128.6%
-1.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.2% | +2.5% |
| 7D | +4.2% | -2.1% | +6.3% | +5.1% |
| 30D | -12.8% | +6.1% | -18.9% | -15.0% |
| 3M | -8.5% | -5.6% | -2.8% | -6.7% |
| 6M | -10.9% | -9.5% | -1.4% | -8.2% |
| YTD | +29.4% | -2.1% | +31.5% | +27.5% |
| 1Y | +27.5% | +0.8% | +26.8% | +23.9% |
| 3Y | +10.3% | -2.1% | +12.5% | +5.9% |
| 5Y | +27.4% | +11.2% | +16.1% | +12.7% |
| All | +126.6% | +128.6% | -1.9% | +53.5% |
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