+4,662.2%
AZN vs HSY
+2,701.7%
+1,960.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.4% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | +0.6% | -3.4% | +4.0% | +1.5% |
| 3M | -10.8% | -0.5% | -10.3% | -10.8% |
| 6M | -18.1% | -19.1% | +1.0% | -13.8% |
| YTD | -12.3% | -2.1% | -10.2% | -12.3% |
| 1Y | -0.2% | -3.2% | +3.0% | -0.1% |
| 3Y | +23.4% | -8.8% | +32.2% | +23.6% |
| 5Y | +56.4% | +13.0% | +43.4% | +47.0% |
| 10Y | +225.7% | +130.9% | +94.7% | +151.9% |
| All | +4,662.2% | +2,701.7% | +1,960.6% | +2,024.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling