-28.3%
BABA vs HSY
+14.9%
-43.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | +11.6% | +7.5% | +4.1% | +11.0% |
| 30D | +2.3% | +11.1% | -8.8% | +1.5% |
| 3M | -13.7% | -1.9% | -11.8% | -13.6% |
| 6M | -21.9% | -3.0% | -18.9% | -21.8% |
| YTD | -24.6% | 0.0% | -24.7% | -24.6% |
| 1Y | -34.1% | +9.4% | -43.5% | -34.5% |
| 3Y | +36.3% | +3.8% | +32.5% | +35.5% |
| All | -28.3% | +14.9% | -43.1% | -17.0% |
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