+678.6%
AU vs HSY
+12.0%
+666.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | +7.3% | -5.2% | +12.5% | +8.3% |
| 3M | +26.3% | -3.4% | +29.7% | +26.9% |
| 6M | +1.8% | -19.2% | +21.0% | +5.6% |
| YTD | +26.8% | -2.6% | +29.4% | +27.6% |
| 1Y | +66.7% | -3.8% | +70.5% | +67.8% |
| 3Y | +579.1% | -10.6% | +589.7% | +598.5% |
| All | +678.6% | +12.0% | +666.7% | +678.8% |
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