+3,273.8%
GLW vs HSY
+4,423.4%
-1,149.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.4% |
| 7D | -11.1% | +3.8% | -14.9% | -12.1% |
| 30D | -28.4% | +6.9% | -35.3% | -29.9% |
| 3M | -28.8% | -4.1% | -24.7% | -28.6% |
| 6M | -39.8% | -5.0% | -34.8% | -40.1% |
| YTD | +28.7% | -2.3% | +31.0% | +27.2% |
| 1Y | +27.7% | +6.1% | +21.6% | +23.4% |
| 3Y | +331.3% | -0.7% | +332.0% | +314.9% |
| 5Y | +233.4% | +9.9% | +223.6% | +209.3% |
| 10Y | +521.8% | +127.8% | +394.0% | +374.5% |
| All | +3,273.8% | +4,423.4% | -1,149.7% | +992.9% |
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