-29.5%
ALB vs HSY
-10.5%
-19.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.4% | -4.3% |
| 7D | -8.1% | -3.3% | -4.8% | -7.6% |
| 30D | +6.3% | -2.8% | +9.1% | +6.7% |
| 3M | -23.6% | -4.5% | -19.1% | -23.1% |
| 6M | -24.6% | -24.2% | -0.4% | -20.9% |
| YTD | -10.3% | -2.7% | -7.5% | -10.4% |
| 1Y | +61.5% | -3.7% | +65.2% | +61.0% |
| All | -29.5% | -10.5% | -19.0% | -29.2% |
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