-24.8%
GIS vs HSY
-4.1%
-20.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -6.4% | +0.1% | -6.5% | -6.4% |
| 30D | -6.1% | -5.2% | -0.9% | -3.9% |
| 3M | +7.8% | -3.4% | +11.2% | +9.4% |
| 6M | -8.8% | -19.2% | +10.4% | -1.9% |
| YTD | -19.1% | -2.6% | -16.5% | -19.0% |
| 1Y | -24.8% | -3.8% | -21.0% | -24.0% |
| All | -24.8% | -4.1% | -20.6% | -24.0% |
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 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