+96.9%
AU vs HSY
-3.5%
+100.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -3.6% | -3.3% | -0.3% | -3.0% |
| 30D | +23.9% | -2.8% | +26.7% | +24.6% |
| 3M | +19.1% | -4.5% | +23.6% | +20.1% |
| 6M | -0.2% | -24.2% | +24.1% | +8.1% |
| YTD | +32.5% | -2.7% | +35.2% | +37.1% |
| 1Y | +96.9% | -3.7% | +100.7% | +101.5% |
| All | +96.9% | -3.5% | +100.5% | +101.5% |
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