+842.6%
ASX vs HSY
+122.5%
+720.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -2.6% | +11.2% | +8.9% |
| 7D | -12.3% | +1.3% | -13.6% | -12.5% |
| 30D | -26.0% | +6.6% | -32.6% | -26.9% |
| 3M | -8.1% | -4.1% | -4.0% | -7.9% |
| 6M | +1.4% | -5.2% | +6.6% | +1.3% |
| YTD | +115.6% | -2.5% | +118.1% | +113.9% |
| 1Y | +128.0% | +4.7% | +123.3% | +122.4% |
| 3Y | +371.4% | +0.6% | +370.8% | +351.2% |
| 5Y | +469.4% | +11.7% | +457.7% | +407.9% |
| 10Y | +842.6% | +120.0% | +722.7% | +594.6% |
| All | +842.6% | +122.5% | +720.1% | +594.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling