-10.2%
ADSK vs HSY
+10.7%
-20.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +4.2% | +2.9% | +6.4% |
| 7D | +11.4% | +6.6% | +4.9% | +10.5% |
| 30D | +21.9% | +8.4% | +13.5% | +20.9% |
| 3M | +13.9% | -1.8% | +15.6% | +13.2% |
| 6M | +9.1% | -2.6% | +11.7% | +8.2% |
| YTD | -8.8% | -2.0% | -6.8% | -8.6% |
| 1Y | -10.2% | +8.3% | -18.6% | -11.9% |
| All | -10.2% | +10.7% | -20.9% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling