+445.6%
AG vs HSY
+436.0%
+9.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.6% |
| 7D | +1.0% | -3.3% | +4.3% | +2.1% |
| 30D | +19.2% | -2.8% | +22.0% | +20.3% |
| 3M | +6.2% | -4.5% | +10.6% | +7.2% |
| 6M | -26.7% | -24.2% | -2.5% | -20.1% |
| YTD | +26.1% | -2.7% | +28.8% | +25.5% |
| 1Y | +131.7% | -3.7% | +135.4% | +130.3% |
| 3Y | +255.3% | -11.5% | +266.8% | +255.2% |
| 5Y | +61.9% | +10.3% | +51.6% | +47.6% |
| 10Y | +72.0% | +122.1% | -50.1% | +18.0% |
| All | +445.6% | +436.0% | +9.6% | +163.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling