+384.5%
ALAB vs HSY
-8.1%
+392.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.7% | +3.8% |
| 7D | +9.6% | -3.0% | +12.6% | +8.3% |
| 30D | -5.3% | -5.0% | -0.2% | -7.2% |
| 3M | -12.0% | -1.3% | -10.7% | -11.5% |
| 6M | +145.7% | -21.5% | +167.2% | +131.1% |
| YTD | +80.7% | -3.3% | +83.9% | +83.7% |
| 1Y | +40.1% | -5.5% | +45.6% | +42.3% |
| All | +384.5% | -8.1% | +392.6% | +364.9% |
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 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