+62.6%
ADM vs HSY
+13.1%
+49.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -0.1% | -1.6% | +1.5% | +0.4% |
| 30D | +11.0% | -4.2% | +15.3% | +12.3% |
| 3M | +6.0% | -0.7% | +6.7% | +5.7% |
| 6M | +26.9% | -21.8% | +48.7% | +36.3% |
| YTD | +50.0% | -2.7% | +52.7% | +48.5% |
| 1Y | +39.6% | -4.8% | +44.4% | +39.0% |
| 3Y | +18.5% | -9.4% | +27.9% | +18.9% |
| 5Y | +62.6% | +11.3% | +51.3% | +42.9% |
| All | +62.6% | +13.1% | +49.4% | +42.9% |
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