-39.9%
BABA vs HSY
+9.9%
-49.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.8% | -5.3% | -6.9% |
| 7D | -12.7% | -2.3% | -10.4% | -12.5% |
| 30D | -14.9% | +6.3% | -21.2% | -15.2% |
| 3M | -24.6% | -5.2% | -19.4% | -24.4% |
| 6M | -29.3% | -8.3% | -21.1% | -28.9% |
| YTD | -35.0% | -2.7% | -32.4% | -34.8% |
| 1Y | -39.7% | +0.1% | -39.8% | -39.6% |
| 3Y | +21.2% | -1.0% | +22.2% | +20.3% |
| 5Y | -39.9% | +10.6% | -50.5% | -29.1% |
| All | -39.9% | +9.9% | -49.8% | -29.1% |
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