+417.9%
GE vs HSY
+10.6%
+407.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.8% |
| 7D | -1.2% | -3.0% | +1.7% | -1.0% |
| 30D | -11.3% | -5.0% | -6.2% | -11.0% |
| 3M | -1.4% | -1.3% | -0.1% | -1.4% |
| 6M | +1.2% | -21.5% | +22.7% | +2.8% |
| YTD | +5.9% | -3.3% | +9.2% | +6.3% |
| 1Y | +18.4% | -5.5% | +23.9% | +19.0% |
| 3Y | +271.0% | -9.9% | +280.9% | +276.9% |
| 5Y | +417.9% | +11.3% | +406.6% | +374.0% |
| All | +417.9% | +10.6% | +407.3% | +374.0% |
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