-36.5%
ELAN vs HSY
+105.3%
-141.8%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.2% | -3.3% |
| 7D | -6.4% | -0.4% | -6.0% | -6.3% |
| 30D | +0.6% | -3.4% | +4.0% | +1.7% |
| 3M | 0.0% | -0.5% | +0.5% | -0.2% |
| 6M | -3.4% | -19.1% | +15.7% | +3.1% |
| YTD | +1.0% | -2.1% | +3.1% | +0.7% |
| 1Y | +24.7% | -3.2% | +27.9% | +24.5% |
| 3Y | +97.2% | -8.8% | +106.0% | +97.6% |
| 5Y | -31.5% | +13.0% | -44.5% | -40.7% |
| All | -36.5% | +105.3% | -141.8% | -52.6% |
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