+368.6%
ASX vs HSY
-0.5%
+369.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -1.9% |
| 7D | +12.4% | -2.1% | +14.5% | +11.8% |
| 30D | -19.8% | +6.1% | -25.9% | -18.2% |
| 3M | -10.3% | -5.6% | -4.7% | -10.2% |
| 6M | +1.2% | -9.5% | +10.8% | +1.9% |
| YTD | +123.0% | -2.1% | +125.1% | +128.1% |
| 1Y | +145.4% | +0.8% | +144.7% | +152.0% |
| 3Y | +368.6% | -2.1% | +370.8% | +375.0% |
| All | +368.6% | -0.5% | +369.1% | +375.0% |
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