+17.7%
GFS vs HSY
+10.7%
+7.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.2% | -10.1% | -4.3% |
| 7D | -12.5% | +6.6% | -19.1% | -10.0% |
| 30D | -16.9% | +8.4% | -25.3% | -14.0% |
| 3M | -22.3% | -1.8% | -20.5% | -21.9% |
| 6M | -40.2% | -2.6% | -37.6% | -39.8% |
| YTD | +16.0% | -2.0% | +18.0% | +24.3% |
| 1Y | +17.7% | +8.3% | +9.3% | +25.7% |
| All | +17.7% | +10.7% | +7.0% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling