+101.4%
EXE vs HSY
+10.6%
+90.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -2.7% | -3.0% | +0.2% | -2.5% |
| 30D | -0.4% | -5.0% | +4.7% | +0.1% |
| 3M | +9.5% | -1.3% | +10.8% | +9.5% |
| 6M | -9.3% | -21.5% | +12.2% | -7.4% |
| YTD | -10.9% | -3.3% | -7.6% | -10.8% |
| 1Y | +4.3% | -5.5% | +9.8% | +4.6% |
| 3Y | +18.8% | -9.9% | +28.7% | +20.9% |
| 5Y | +101.4% | +11.3% | +90.1% | +103.5% |
| All | +101.4% | +10.6% | +90.8% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling