+913.4%
ASX vs HSY
+122.8%
+790.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.1% |
| 7D | +6.3% | -1.6% | +7.9% | +6.6% |
| 30D | +6.4% | -4.2% | +10.7% | +7.0% |
| 3M | +13.1% | -0.7% | +13.9% | +12.6% |
| 6M | +90.3% | -21.8% | +112.1% | +98.6% |
| YTD | +149.6% | -2.7% | +152.3% | +148.6% |
| 1Y | +249.2% | -4.8% | +254.0% | +248.2% |
| 3Y | +445.9% | -9.4% | +455.3% | +443.2% |
| 5Y | +477.7% | +11.3% | +466.5% | +417.8% |
| 10Y | +913.4% | +125.0% | +788.4% | +659.8% |
| All | +913.4% | +122.8% | +790.5% | +659.8% |
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