+247.2%
ARM vs HSY
+0.7%
+246.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.5% |
| 7D | -10.4% | +3.8% | -14.2% | -9.5% |
| 30D | -31.8% | +6.9% | -38.7% | -30.5% |
| 3M | -32.2% | -4.1% | -28.2% | -32.1% |
| 6M | -14.9% | -5.0% | -9.9% | -14.5% |
| YTD | +66.0% | -2.3% | +68.3% | +68.3% |
| 1Y | +17.2% | +6.1% | +11.1% | +19.3% |
| 3Y | +247.2% | -0.7% | +247.9% | +260.9% |
| All | +247.2% | +0.7% | +246.5% | +260.9% |
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