+39.3%
ASML vs HSY
+8.8%
+30.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.4% | +4.7% | +5.2% |
| 7D | -9.0% | +7.5% | -16.5% | -5.7% |
| 30D | -21.0% | +11.1% | -32.0% | -16.6% |
| 3M | -16.3% | -1.9% | -14.4% | -15.7% |
| 6M | -7.5% | -3.0% | -4.5% | -5.6% |
| YTD | +34.0% | 0.0% | +34.0% | +47.2% |
| 1Y | +39.3% | +9.4% | +29.9% | +64.0% |
| All | +39.3% | +8.8% | +30.5% | +64.0% |
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 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