+1,350.9%
GIS vs HSY
+4,431.8%
-3,080.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.2% |
| 7D | -3.4% | -2.1% | -1.2% | -2.6% |
| 30D | +6.9% | +6.1% | +0.8% | +4.6% |
| 3M | -10.1% | -5.6% | -4.5% | -8.0% |
| 6M | +5.9% | -9.5% | +15.4% | +10.0% |
| YTD | -21.1% | -2.1% | -19.0% | -20.8% |
| 1Y | -22.5% | +0.8% | -23.3% | -23.0% |
| 3Y | -39.0% | -2.1% | -36.9% | -39.5% |
| 5Y | -33.3% | +11.2% | -44.6% | -36.8% |
| 10Y | -17.0% | +128.3% | -145.3% | -39.2% |
| All | +1,350.9% | +4,431.8% | -3,080.9% | +209.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling