+432.3%
ASX vs HSY
+10.4%
+421.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.1% |
| 7D | -0.7% | -3.3% | +2.6% | -1.0% |
| 30D | +2.0% | -2.8% | +4.8% | +1.7% |
| 3M | -1.3% | -4.5% | +3.2% | -1.4% |
| 6M | +71.4% | -24.2% | +95.7% | +71.2% |
| YTD | +135.3% | -2.7% | +138.1% | +136.7% |
| 1Y | +267.5% | -3.7% | +271.2% | +270.1% |
| 3Y | +388.5% | -11.5% | +400.0% | +396.0% |
| All | +432.3% | +10.4% | +421.9% | +449.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling