+13,507.3%
GOOGL vs HSY
+518.4%
+12,988.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.8% |
| 7D | -2.3% | -3.3% | +1.0% | -1.3% |
| 30D | -6.6% | -2.8% | -3.7% | -5.8% |
| 3M | -8.9% | -4.5% | -4.5% | -8.0% |
| 6M | +11.9% | -24.2% | +36.1% | +21.2% |
| YTD | +8.3% | -2.7% | +11.1% | +7.8% |
| 1Y | +46.2% | -3.7% | +49.9% | +45.4% |
| 3Y | +151.9% | -11.5% | +163.3% | +151.0% |
| 5Y | +137.7% | +10.3% | +127.4% | +114.0% |
| 10Y | +757.6% | +122.1% | +635.4% | +468.2% |
| All | +13,507.3% | +518.4% | +12,988.9% | +5,543.3% |
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