+415.3%
ASX vs HSY
+14.9%
+400.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.4% | +6.1% | +6.5% |
| 7D | -19.9% | +7.5% | -27.5% | -18.9% |
| 30D | -30.9% | +11.1% | -41.9% | -29.6% |
| 3M | -15.1% | -1.9% | -13.2% | -14.5% |
| 6M | -6.5% | -3.0% | -3.5% | -5.5% |
| YTD | +98.4% | 0.0% | +98.4% | +101.8% |
| 1Y | +107.9% | +9.4% | +98.4% | +112.0% |
| 3Y | +325.3% | +3.8% | +321.5% | +329.7% |
| All | +415.3% | +14.9% | +400.5% | +427.2% |
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