-9.3%
ALB vs HSY
0.0%
-9.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.3% |
| 7D | +9.5% | +1.3% | +8.2% | +9.2% |
| 30D | -2.1% | +6.6% | -8.7% | -3.2% |
| 3M | -24.1% | -4.1% | -20.0% | -23.7% |
| 6M | -51.0% | -5.2% | -45.8% | -50.6% |
| YTD | -29.3% | -2.5% | -26.8% | -29.6% |
| 1Y | +3.2% | +4.7% | -1.6% | +1.0% |
| 3Y | -9.3% | +0.6% | -9.9% | -16.0% |
| All | -9.3% | 0.0% | -9.3% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling