+2,176.8%
ALB vs HSY
+2,765.0%
-588.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.7% |
| 7D | +1.1% | +1.1% | -0.1% | +0.7% |
| 30D | -2.6% | +7.7% | -10.3% | -4.9% |
| 3M | -25.6% | -2.3% | -23.3% | -25.3% |
| 6M | -54.0% | -5.3% | -48.7% | -53.6% |
| YTD | -31.6% | -0.9% | -30.7% | -32.4% |
| 1Y | -6.6% | +5.2% | -11.8% | -9.4% |
| 3Y | -14.0% | +0.7% | -14.7% | -17.1% |
| 5Y | -62.5% | +12.2% | -74.7% | -65.5% |
| 10Y | +36.3% | +131.1% | -94.8% | -2.4% |
| All | +2,176.8% | +2,765.0% | -588.2% | +933.6% |
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