+97.2%
GD vs HSY
+10.4%
+86.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | -5.3% | -3.3% | -2.0% | -4.5% |
| 30D | -6.4% | -2.8% | -3.6% | -5.8% |
| 3M | +5.7% | -4.5% | +10.2% | +6.7% |
| 6M | -0.9% | -24.2% | +23.3% | +5.5% |
| YTD | +8.2% | -2.7% | +10.9% | +7.9% |
| 1Y | +13.4% | -3.7% | +17.2% | +13.2% |
| 3Y | +68.5% | -11.5% | +80.0% | +72.8% |
| All | +97.2% | +10.4% | +86.8% | +77.0% |
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