+75.8%
GM vs HSY
+12.0%
+63.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -1.1% | -5.2% | +4.1% | -0.5% |
| 3M | +6.1% | -3.4% | +9.5% | +6.5% |
| 6M | +15.0% | -19.2% | +34.2% | +18.0% |
| YTD | +6.0% | -2.6% | +8.6% | +5.6% |
| 1Y | +47.1% | -3.8% | +50.9% | +46.6% |
| 3Y | +170.5% | -10.6% | +181.1% | +171.5% |
| All | +75.8% | +12.0% | +63.8% | +66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling