+6.1%
GD vs HSY
+6.9%
-0.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | +0.6% | +1.1% | -0.5% | +0.5% |
| 30D | +9.5% | +7.7% | +1.8% | +8.1% |
| 3M | -5.8% | -2.3% | -3.6% | -5.5% |
| 6M | +7.7% | -5.3% | +13.0% | +8.1% |
| YTD | +11.1% | -0.9% | +11.9% | +11.1% |
| 1Y | +6.1% | +5.2% | +0.9% | +4.8% |
| All | +6.1% | +6.9% | -0.8% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling