+88.6%
AG vs HSY
-4.1%
+92.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -3.0% |
| 7D | -6.7% | +0.1% | -6.8% | -6.7% |
| 30D | +2.2% | -5.2% | +7.4% | +1.9% |
| 3M | +15.7% | -3.4% | +19.1% | +16.2% |
| 6M | -23.8% | -19.2% | -4.6% | -24.0% |
| YTD | +17.6% | -2.6% | +20.3% | +25.6% |
| 1Y | +88.6% | -3.8% | +92.4% | +105.6% |
| All | +88.6% | -4.1% | +92.7% | +105.6% |
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