+13,164.2%
GOOG vs HSY
+515.0%
+12,649.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -1.6% | -3.0% | +1.4% | -0.6% |
| 30D | -7.7% | -5.0% | -2.6% | -6.2% |
| 3M | -9.3% | -1.3% | -8.0% | -9.2% |
| 6M | +7.4% | -21.5% | +28.9% | +15.1% |
| YTD | +4.9% | -3.3% | +8.1% | +4.5% |
| 1Y | +37.2% | -5.5% | +42.7% | +37.2% |
| 3Y | +141.6% | -9.9% | +151.5% | +139.1% |
| 5Y | +128.8% | +11.3% | +117.4% | +105.3% |
| 10Y | +772.7% | +128.1% | +644.7% | +473.0% |
| All | +13,164.2% | +515.0% | +12,649.2% | +5,421.4% |
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