+49.2%
GH vs HSY
+9.9%
+39.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.8% | -0.2% |
| 7D | +0.9% | -2.3% | +3.3% | +0.6% |
| 30D | -4.5% | +6.3% | -10.7% | -3.7% |
| 3M | -6.2% | -5.2% | -1.0% | -6.4% |
| 6M | +55.0% | -8.3% | +63.2% | +54.5% |
| YTD | +51.6% | -2.7% | +54.3% | +51.9% |
| 1Y | +58.3% | +0.1% | +58.1% | +58.8% |
| 3Y | +617.6% | -1.0% | +618.7% | +619.2% |
| 5Y | +49.2% | +10.6% | +38.6% | +81.4% |
| All | +49.2% | +9.9% | +39.3% | +81.4% |
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