+87.3%
ALB vs HSY
+124.3%
-37.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | -8.6% | -3.0% | -5.6% | -7.8% |
| 30D | -4.0% | -5.0% | +1.0% | -2.7% |
| 3M | -17.4% | -1.3% | -16.1% | -17.4% |
| 6M | -25.4% | -21.5% | -3.9% | -20.6% |
| YTD | -10.5% | -3.3% | -7.3% | -10.7% |
| 1Y | +75.8% | -5.5% | +81.3% | +75.9% |
| 3Y | -28.5% | -9.9% | -18.6% | -28.6% |
| 5Y | -45.1% | +11.3% | -56.5% | -50.1% |
| 10Y | +87.3% | +128.1% | -40.7% | +39.5% |
| All | +87.3% | +124.3% | -37.0% | +39.5% |
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