+146.2%
B vs HSY
+12.9%
+133.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +4.6% |
| 7D | +11.3% | +1.3% | +10.0% | +11.1% |
| 30D | +2.9% | +6.6% | -3.7% | +1.9% |
| 3M | -2.9% | -4.1% | +1.3% | -2.3% |
| 6M | -1.2% | -5.2% | +4.0% | -0.7% |
| YTD | -1.3% | -2.5% | +1.2% | -1.7% |
| 1Y | +30.4% | +4.7% | +25.7% | +28.2% |
| 3Y | +195.3% | +0.6% | +194.7% | +186.9% |
| 5Y | +146.2% | +11.7% | +134.5% | +124.9% |
| All | +146.2% | +12.9% | +133.3% | +124.9% |
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 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