+162.7%
GDX vs HSY
+11.9%
+150.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.7% |
| 7D | +0.7% | +1.1% | -0.4% | +0.6% |
| 30D | -3.8% | +7.7% | -11.4% | -4.8% |
| 3M | -5.4% | -2.3% | -3.2% | -5.2% |
| 6M | -12.7% | -5.3% | -7.4% | -12.3% |
| YTD | -0.7% | -0.9% | +0.2% | -0.8% |
| 1Y | +11.9% | +5.2% | +6.7% | +10.6% |
| 3Y | +223.9% | +0.7% | +223.2% | +216.8% |
| All | +162.7% | +11.9% | +150.8% | +139.8% |
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 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