+201.8%
AG vs HSY
-0.5%
+202.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.4% |
| 7D | -10.0% | -2.1% | -7.8% | -9.9% |
| 30D | -10.5% | +6.1% | -16.6% | -10.6% |
| 3M | -27.3% | -5.6% | -21.6% | -27.2% |
| 6M | -43.0% | -9.5% | -33.4% | -42.7% |
| YTD | -17.9% | -2.1% | -15.8% | -17.0% |
| 1Y | +11.9% | +0.8% | +11.1% | +13.0% |
| 3Y | +201.8% | -2.1% | +203.9% | +201.3% |
| All | +201.8% | -0.5% | +202.3% | +201.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling