+282.7%
AG vs HSY
-9.9%
+292.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.1% |
| 7D | -0.1% | -3.0% | +2.9% | 0.0% |
| 30D | +12.5% | -5.0% | +17.5% | +12.5% |
| 3M | +28.2% | -1.3% | +29.5% | +28.4% |
| 6M | -18.8% | -21.5% | +2.7% | -18.2% |
| YTD | +27.4% | -3.3% | +30.7% | +28.7% |
| 1Y | +132.2% | -5.5% | +137.7% | +135.3% |
| All | +282.7% | -9.9% | +292.6% | +289.9% |
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