+117.9%
ASML vs HSY
+3.1%
+114.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.7% | -11.0% | -9.0% |
| 7D | -19.0% | +10.7% | -29.7% | -17.2% |
| 30D | -25.9% | +10.3% | -36.3% | -24.2% |
| 3M | -19.1% | -0.4% | -18.6% | -18.5% |
| 6M | -5.7% | -2.5% | -3.2% | -4.9% |
| YTD | +27.6% | -0.3% | +27.9% | +29.7% |
| 1Y | +30.8% | +7.6% | +23.2% | +33.7% |
| All | +117.9% | +3.1% | +114.8% | +116.6% |
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 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