+4,494.7%
ADSK vs HSY
+4,377.7%
+117.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.5% |
| 7D | -14.5% | -3.0% | -11.6% | -13.8% |
| 30D | -19.3% | -5.0% | -14.3% | -18.1% |
| 3M | -7.8% | -1.3% | -6.5% | -7.4% |
| 6M | -20.8% | -21.5% | +0.7% | -15.5% |
| YTD | -30.2% | -3.3% | -26.9% | -30.3% |
| 1Y | -36.5% | -5.5% | -31.0% | -36.3% |
| 3Y | -5.7% | -9.9% | +4.2% | -6.1% |
| 5Y | -28.2% | +11.3% | -39.5% | -33.7% |
| 10Y | +209.1% | +128.1% | +81.1% | +127.8% |
| All | +4,494.7% | +4,377.7% | +117.0% | +1,126.4% |
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