+132.5%
GOOGL vs HSY
+10.6%
+121.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.3% |
| 7D | -1.9% | -3.0% | +1.1% | -1.8% |
| 30D | -7.5% | -5.0% | -2.4% | -7.3% |
| 3M | -9.2% | -1.3% | -7.9% | -9.1% |
| 6M | +8.1% | -21.5% | +29.6% | +8.7% |
| YTD | +5.8% | -3.3% | +9.1% | +5.7% |
| 1Y | +38.3% | -5.5% | +43.8% | +38.4% |
| 3Y | +144.8% | -9.9% | +154.7% | +149.1% |
| 5Y | +132.5% | +11.3% | +121.2% | +124.5% |
| All | +132.5% | +10.6% | +121.9% | +124.5% |
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