+1,463.7%
GIS vs HSY
+4,405.8%
-2,942.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -8.3% | -1.6% | -6.7% | -7.7% |
| 30D | +2.2% | -4.2% | +6.4% | +3.9% |
| 3M | +15.7% | -0.7% | +16.4% | +16.1% |
| 6M | -12.0% | -21.8% | +9.8% | -3.7% |
| YTD | -15.0% | -2.7% | -12.3% | -14.5% |
| 1Y | -20.1% | -4.8% | -15.3% | -19.2% |
| 3Y | -34.6% | -9.4% | -25.2% | -33.4% |
| 5Y | -22.8% | +11.3% | -34.1% | -26.9% |
| 10Y | -18.5% | +125.0% | -143.5% | -40.1% |
| All | +1,463.7% | +4,405.8% | -2,942.1% | +234.4% |
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 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