+33.0%
ALB vs HSY
+121.1%
-88.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | +5.3% | +3.8% | +1.4% | +4.3% |
| 30D | -6.3% | +6.9% | -13.1% | -8.1% |
| 3M | -27.4% | -4.1% | -23.3% | -26.8% |
| 6M | -53.1% | -5.0% | -48.1% | -52.7% |
| YTD | -32.3% | -2.3% | -30.0% | -32.8% |
| 1Y | -7.3% | +6.1% | -13.4% | -10.2% |
| 3Y | -14.9% | -0.7% | -14.3% | -17.8% |
| 5Y | -62.0% | +9.9% | -71.9% | -65.3% |
| 10Y | +33.0% | +127.8% | -94.8% | +7.3% |
| All | +33.0% | +121.1% | -88.1% | +7.3% |
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