+2,251.6%
ALB vs HSY
+2,717.1%
-465.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.6% |
| 7D | +9.5% | +1.3% | +8.2% | +9.1% |
| 30D | -2.1% | +6.6% | -8.7% | -4.2% |
| 3M | -24.1% | -4.1% | -20.0% | -23.4% |
| 6M | -51.0% | -5.2% | -45.8% | -50.6% |
| YTD | -29.3% | -2.5% | -26.8% | -29.8% |
| 1Y | +3.2% | +4.7% | -1.6% | +0.2% |
| 3Y | -9.3% | +0.6% | -9.9% | -12.5% |
| 5Y | -61.6% | +11.7% | -73.3% | -64.7% |
| 10Y | +40.8% | +120.0% | -79.2% | +2.3% |
| All | +2,251.6% | +2,717.1% | -465.5% | +973.0% |
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 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