+23.2%
GH vs HSY
+12.8%
+10.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.6% | -2.2% |
| 7D | -1.2% | -0.4% | -0.8% | -1.3% |
| 30D | -3.7% | -3.4% | -0.2% | -4.0% |
| 3M | +21.7% | -0.5% | +22.2% | +21.7% |
| 6M | +75.7% | -19.1% | +94.9% | +72.7% |
| YTD | +55.7% | -2.1% | +57.8% | +55.6% |
| 1Y | +181.1% | -3.2% | +184.4% | +182.0% |
| 3Y | +371.6% | -8.8% | +380.4% | +371.3% |
| 5Y | +23.2% | +13.0% | +10.2% | +43.0% |
| All | +23.2% | +12.8% | +10.4% | +43.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling