+97,349.8%
ASML vs HSY
+2,704.1%
+94,645.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.3% | +4.4% |
| 7D | +1.1% | -3.3% | +4.4% | +1.9% |
| 30D | +2.2% | -2.8% | +5.0% | +2.7% |
| 3M | -2.3% | -4.5% | +2.2% | -2.1% |
| 6M | +23.0% | -24.2% | +47.2% | +29.9% |
| YTD | +61.1% | -2.7% | +63.8% | +59.9% |
| 1Y | +129.1% | -3.7% | +132.8% | +127.3% |
| 3Y | +165.4% | -11.5% | +176.8% | +163.4% |
| 5Y | +109.5% | +10.3% | +99.1% | +94.3% |
| 10Y | +1,645.7% | +122.1% | +1,523.6% | +1,253.1% |
| All | +97,349.8% | +2,704.1% | +94,645.7% | +52,582.2% |
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