-24.5%
ADSK vs HSY
+12.0%
-36.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | -14.9% | -5.2% | -9.7% | -14.4% |
| 3M | +3.3% | -3.4% | +6.7% | +3.7% |
| 6M | -15.7% | -19.2% | +3.5% | -14.3% |
| YTD | -28.2% | -2.6% | -25.6% | -28.6% |
| 1Y | -34.5% | -3.8% | -30.8% | -34.8% |
| 3Y | -2.9% | -10.6% | +7.7% | -1.7% |
| All | -24.5% | +12.0% | -36.5% | -26.8% |
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