+2,885.9%
ALB vs HSY
+2,711.7%
+174.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.4% | -4.1% |
| 7D | -8.1% | -3.3% | -4.8% | -7.1% |
| 30D | +6.3% | -2.8% | +9.1% | +7.2% |
| 3M | -23.6% | -4.5% | -19.1% | -22.8% |
| 6M | -24.6% | -24.2% | -0.4% | -18.5% |
| YTD | -10.3% | -2.7% | -7.5% | -10.6% |
| 1Y | +61.5% | -3.7% | +65.2% | +60.7% |
| 3Y | -34.0% | -11.5% | -22.5% | -33.6% |
| 5Y | -44.6% | +10.3% | -54.9% | -48.7% |
| 10Y | +76.1% | +122.1% | -46.0% | +27.9% |
| All | +2,885.9% | +2,711.7% | +174.1% | +1,266.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling