+2,351.9%
D vs HSY
+4,487.9%
-2,136.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.9% |
| 7D | -2.4% | +1.1% | -3.5% | -2.8% |
| 30D | +9.0% | +7.7% | +1.3% | +6.6% |
| 3M | +1.0% | -2.3% | +3.2% | +1.5% |
| 6M | +11.0% | -5.3% | +16.3% | +12.3% |
| YTD | +19.8% | -0.9% | +20.7% | +19.0% |
| 1Y | +16.0% | +5.2% | +10.7% | +13.1% |
| 3Y | +74.4% | +0.7% | +73.6% | +69.6% |
| 5Y | +13.5% | +12.2% | +1.3% | +6.9% |
| 10Y | +48.4% | +131.1% | -82.7% | +15.2% |
| All | +2,351.9% | +4,487.9% | -2,136.1% | +913.1% |
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