+45.4%
GILD vs HSY
+10.7%
+34.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.2% | 0.0% | +3.0% |
| 7D | +9.6% | +6.6% | +3.0% | +7.7% |
| 30D | +20.6% | +8.4% | +12.3% | +18.0% |
| 3M | +29.7% | -1.8% | +31.5% | +30.0% |
| 6M | +33.1% | -2.6% | +35.7% | +33.8% |
| YTD | +44.7% | -2.0% | +46.7% | +47.7% |
| 1Y | +45.4% | +8.3% | +37.0% | +43.5% |
| All | +45.4% | +10.7% | +34.7% | +43.5% |
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