+47.5%
ASML vs HSY
+0.7%
+46.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | +0.1% |
| 7D | +4.9% | -2.1% | +7.1% | +3.9% |
| 30D | -9.3% | +6.1% | -15.4% | -6.1% |
| 3M | -19.0% | -5.6% | -13.4% | -19.7% |
| 6M | -5.2% | -9.5% | +4.3% | -4.2% |
| YTD | +40.6% | -2.1% | +42.7% | +53.8% |
| 1Y | +47.5% | +0.8% | +46.7% | +66.7% |
| All | +47.5% | +0.7% | +46.8% | +66.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling