+249.2%
ASX vs HSY
-3.3%
+252.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.1% | +6.0% | +6.1% |
| 7D | +6.3% | -1.6% | +7.9% | +5.8% |
| 30D | +6.4% | -4.2% | +10.7% | +5.0% |
| 3M | +13.1% | -0.7% | +13.9% | +13.4% |
| 6M | +90.3% | -21.8% | +112.1% | +89.9% |
| YTD | +149.6% | -2.7% | +152.3% | +166.0% |
| 1Y | +249.2% | -4.8% | +254.0% | +275.1% |
| All | +249.2% | -3.3% | +252.5% | +275.1% |
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