+387.8%
GH vs HSY
-9.9%
+397.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.0% |
| 7D | -0.2% | -3.0% | +2.8% | -0.5% |
| 30D | -2.6% | -5.0% | +2.4% | -3.2% |
| 3M | +25.1% | -1.3% | +26.4% | +25.0% |
| 6M | +78.5% | -21.5% | +100.0% | +74.0% |
| YTD | +59.4% | -3.3% | +62.6% | +59.1% |
| 1Y | +173.9% | -5.5% | +179.3% | +174.9% |
| All | +387.8% | -9.9% | +397.7% | +351.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling