+1,163.5%
C vs HSY
+4,402.6%
-3,239.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.1% |
| 7D | +3.6% | -3.3% | +6.9% | +5.0% |
| 30D | +0.1% | -2.8% | +2.9% | +1.0% |
| 3M | +2.4% | -4.5% | +6.9% | +3.6% |
| 6M | +24.9% | -24.2% | +49.2% | +37.8% |
| YTD | +19.8% | -2.7% | +22.5% | +18.6% |
| 1Y | +44.9% | -3.7% | +48.6% | +43.4% |
| 3Y | +263.0% | -11.5% | +274.4% | +260.8% |
| 5Y | +129.5% | +10.3% | +119.2% | +103.0% |
| 10Y | +291.6% | +122.1% | +169.5% | +152.0% |
| All | +1,163.5% | +4,402.6% | -3,239.1% | +146.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling