+157.6%
B vs HSY
+10.4%
+147.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.0% |
| 7D | -1.6% | -3.3% | +1.7% | -1.1% |
| 30D | +9.4% | -2.8% | +12.3% | +9.9% |
| 3M | +5.0% | -4.5% | +9.5% | +5.6% |
| 6M | -3.5% | -24.2% | +20.7% | +0.6% |
| YTD | +4.5% | -2.7% | +7.2% | +4.2% |
| 1Y | +67.8% | -3.7% | +71.5% | +67.5% |
| 3Y | +196.7% | -11.5% | +208.2% | +199.5% |
| All | +157.6% | +10.4% | +147.3% | +147.5% |
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 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