+267.2%
ALAB vs HSY
-7.5%
+274.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -2.3% |
| 7D | +26.9% | -2.3% | +29.3% | +25.4% |
| 30D | -30.0% | +6.3% | -36.3% | -26.7% |
| 3M | -28.5% | -5.2% | -23.3% | -28.6% |
| 6M | +11.4% | -8.3% | +19.7% | +12.3% |
| YTD | +36.9% | -2.7% | +39.6% | +42.5% |
| 1Y | +44.4% | +0.1% | +44.2% | +52.1% |
| All | +267.2% | -7.5% | +274.8% | +260.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling