+21.9%
BABA vs HSY
-1.0%
+22.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.8% | -5.3% | -6.7% |
| 7D | -12.7% | -2.3% | -10.4% | -12.3% |
| 30D | -14.9% | +6.3% | -21.2% | -15.8% |
| 3M | -24.6% | -5.2% | -19.4% | -23.9% |
| 6M | -29.3% | -8.3% | -21.1% | -28.3% |
| YTD | -35.0% | -2.7% | -32.4% | -35.0% |
| 1Y | -39.7% | +0.1% | -39.8% | -40.1% |
| All | +21.9% | -1.0% | +22.9% | +17.8% |
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 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