-44.0%
ALB vs HSY
+13.1%
-57.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.4% | -4.3% |
| 7D | -8.1% | -3.3% | -4.8% | -7.5% |
| 30D | +6.3% | -2.8% | +9.1% | +6.8% |
| 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% |
| 3Y | -34.0% | -11.5% | -22.5% | -34.4% |
| All | -44.0% | +13.1% | -57.0% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling