+20.0%
GE vs HSY
-3.5%
+23.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.2% |
| 7D | -1.6% | -3.3% | +1.7% | -1.3% |
| 30D | -11.6% | -2.8% | -8.7% | -11.4% |
| 3M | +3.0% | -4.5% | +7.5% | +3.3% |
| 6M | -0.5% | -24.2% | +23.7% | +2.3% |
| YTD | +9.7% | -2.7% | +12.5% | +11.9% |
| 1Y | +20.0% | -3.7% | +23.8% | +23.1% |
| All | +20.0% | -3.5% | +23.6% | +23.1% |
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