+392.6%
ASX vs HSY
-11.4%
+404.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | 0.0% |
| 7D | -0.7% | -3.3% | +2.6% | -1.3% |
| 30D | +2.0% | -2.8% | +4.8% | +1.5% |
| 3M | -1.3% | -4.5% | +3.2% | -1.5% |
| 6M | +71.4% | -24.2% | +95.7% | +69.1% |
| YTD | +135.3% | -2.7% | +138.1% | +137.9% |
| 1Y | +267.5% | -3.7% | +271.2% | +272.3% |
| All | +392.6% | -11.4% | +404.0% | +382.4% |
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