-7.3%
ALB vs HSY
+5.5%
-12.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.2% |
| 7D | +5.3% | +3.8% | +1.4% | +5.2% |
| 30D | -6.3% | +6.9% | -13.1% | -6.5% |
| 3M | -27.4% | -4.1% | -23.3% | -27.3% |
| 6M | -53.1% | -5.0% | -48.1% | -52.6% |
| YTD | -32.3% | -2.3% | -30.0% | -30.0% |
| 1Y | -7.3% | +6.1% | -13.4% | -8.9% |
| All | -7.3% | +5.5% | -12.8% | -8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling