+33.4%
AG vs HSY
+10.7%
+22.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +4.2% | +5.0% | +9.2% |
| 7D | -2.6% | +6.6% | -9.1% | -2.3% |
| 30D | -12.1% | +8.4% | -20.5% | -11.8% |
| 3M | -6.6% | -1.8% | -4.8% | -6.5% |
| 6M | -20.5% | -2.6% | -17.8% | -20.1% |
| YTD | -7.4% | -2.0% | -5.5% | +4.7% |
| 1Y | +33.4% | +8.3% | +25.1% | +56.5% |
| All | +33.4% | +10.7% | +22.7% | +56.5% |
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 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