+371.1%
GH vs HSY
+106.9%
+264.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.1% |
| 7D | +0.6% | -2.1% | +2.7% | +0.7% |
| 30D | -6.9% | +6.1% | -13.0% | -7.5% |
| 3M | -4.9% | -5.6% | +0.7% | -4.5% |
| 6M | +54.1% | -9.5% | +63.6% | +55.2% |
| YTD | +48.5% | -2.1% | +50.6% | +47.5% |
| 1Y | +61.2% | +0.8% | +60.4% | +59.4% |
| 3Y | +570.3% | -2.1% | +572.5% | +556.6% |
| 5Y | +46.1% | +11.2% | +34.9% | +34.5% |
| All | +371.1% | +106.9% | +264.2% | +281.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling