+2,895.1%
GE vs HSY
+4,423.4%
-1,528.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +5.4% | +3.8% | +1.6% | +4.0% |
| 30D | +9.6% | +6.9% | +2.8% | +6.9% |
| 3M | -7.7% | -4.1% | -3.6% | -6.8% |
| 6M | +14.0% | -5.0% | +19.0% | +14.9% |
| YTD | +10.2% | -2.3% | +12.4% | +9.5% |
| 1Y | +8.9% | +6.1% | +2.8% | +5.0% |
| 3Y | +273.7% | -0.7% | +274.3% | +256.2% |
| 5Y | +410.2% | +9.9% | +400.3% | +362.0% |
| 10Y | +157.4% | +127.8% | +29.6% | +73.2% |
| All | +2,895.1% | +4,423.4% | -1,528.4% | +530.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling