+67.3%
AG vs HSY
+12.8%
+54.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -5.0% |
| 7D | -5.8% | -0.4% | -5.4% | -5.7% |
| 30D | +6.4% | -3.4% | +9.8% | +6.9% |
| 3M | +28.4% | -0.5% | +28.9% | +28.3% |
| 6M | -24.5% | -19.1% | -5.3% | -21.9% |
| YTD | +21.2% | -2.1% | +23.2% | +21.3% |
| 1Y | +114.1% | -3.2% | +117.3% | +114.8% |
| 3Y | +268.0% | -8.8% | +276.9% | +273.5% |
| 5Y | +67.3% | +13.0% | +54.4% | +64.7% |
| All | +67.3% | +12.8% | +54.5% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling