+15.5%
GEHC vs HSY
-18.3%
+33.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -4.0% | -3.3% | -0.7% | -3.4% |
| 30D | -2.0% | -2.8% | +0.9% | -1.4% |
| 3M | +8.0% | -4.5% | +12.5% | +8.8% |
| 6M | -12.8% | -24.2% | +11.5% | -8.9% |
| YTD | -15.9% | -2.7% | -13.2% | -16.0% |
| 1Y | -6.9% | -3.7% | -3.2% | -6.9% |
| 3Y | 0.0% | -11.5% | +11.4% | -0.1% |
| All | +15.5% | -18.3% | +33.7% | +13.6% |
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