+339.7%
AVGO vs HSY
-9.9%
+349.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.3% |
| 7D | -0.8% | -3.0% | +2.2% | -1.6% |
| 30D | -13.7% | -5.0% | -8.7% | -14.9% |
| 3M | -6.9% | -1.3% | -5.6% | -6.9% |
| 6M | +5.8% | -21.5% | +27.3% | +0.8% |
| YTD | +5.7% | -3.3% | +8.9% | +6.0% |
| 1Y | +9.0% | -5.5% | +14.5% | +9.0% |
| All | +339.7% | -9.9% | +349.6% | +378.6% |
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 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