+135.0%
GOOG vs HSY
+12.8%
+122.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.6% |
| 7D | -2.5% | -0.4% | -2.1% | -2.5% |
| 30D | -3.6% | -3.4% | -0.2% | -3.5% |
| 3M | -6.4% | -0.5% | -5.9% | -6.4% |
| 6M | +7.8% | -19.1% | +26.9% | +8.4% |
| YTD | +5.5% | -2.1% | +7.6% | +5.3% |
| 1Y | +38.3% | -3.2% | +41.5% | +38.2% |
| 3Y | +143.1% | -8.8% | +151.9% | +147.0% |
| 5Y | +135.0% | +13.0% | +122.0% | +127.6% |
| All | +135.0% | +12.8% | +122.2% | +127.6% |
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