-2.1%
ELV vs HSY
-0.5%
-1.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +1.0% | -2.1% | +3.1% | +1.3% |
| 30D | +0.4% | +6.1% | -5.7% | -0.5% |
| 3M | +8.4% | -5.6% | +14.0% | +9.1% |
| 6M | +8.4% | -9.5% | +18.0% | +9.7% |
| YTD | +24.4% | -2.1% | +26.5% | +23.2% |
| 1Y | +33.5% | +0.8% | +32.7% | +31.5% |
| 3Y | -2.1% | -2.1% | +0.1% | -3.3% |
| All | -2.1% | -0.5% | -1.6% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling