+2,385.0%
ELV vs HSY
+876.3%
+1,508.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | -0.3% | -1.6% | +1.3% | +0.3% |
| 30D | +2.0% | -4.2% | +6.2% | +3.6% |
| 3M | -3.5% | -0.7% | -2.8% | -3.6% |
| 6M | +40.2% | -21.8% | +62.0% | +52.8% |
| YTD | +15.8% | -2.7% | +18.5% | +15.0% |
| 1Y | +33.2% | -4.8% | +38.0% | +33.3% |
| 3Y | -6.2% | -9.4% | +3.1% | -6.7% |
| 5Y | +16.4% | +11.3% | +5.2% | +6.0% |
| 10Y | +259.8% | +125.0% | +134.7% | +151.2% |
| All | +2,385.0% | +876.3% | +1,508.7% | +856.6% |
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