+147.8%
GE vs HSY
+130.0%
+17.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.7% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | -11.9% | -3.4% | -8.5% | -11.3% |
| 3M | +1.8% | -0.5% | +2.3% | +1.6% |
| 6M | -0.6% | -19.1% | +18.5% | +4.3% |
| YTD | +5.5% | -2.1% | +7.6% | +5.3% |
| 1Y | +15.0% | -3.2% | +18.2% | +14.8% |
| 3Y | +269.5% | -8.8% | +278.3% | +269.3% |
| 5Y | +422.4% | +13.0% | +409.5% | +369.0% |
| All | +147.8% | +130.0% | +17.9% | +84.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling