+39.3%
GEHC vs HSY
-17.8%
+57.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.9% | +1.3% |
| 7D | +0.8% | -2.1% | +2.9% | +1.2% |
| 30D | +21.3% | +6.1% | +15.2% | +19.8% |
| 3M | +12.6% | -5.6% | +18.2% | +13.6% |
| 6M | +34.3% | -9.5% | +43.8% | +36.0% |
| YTD | +1.4% | -2.1% | +3.5% | +1.0% |
| 1Y | +12.5% | +0.8% | +11.7% | +11.4% |
| 3Y | +19.2% | -2.1% | +21.3% | +16.1% |
| All | +39.3% | -17.8% | +57.0% | +36.7% |
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