-26.9%
GPN vs HSY
-8.8%
-18.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.5% | +1.5% |
| 7D | -3.5% | -0.4% | -3.1% | -3.4% |
| 30D | +3.1% | -3.4% | +6.6% | +4.0% |
| 3M | +42.3% | -0.5% | +42.8% | +42.6% |
| 6M | +20.9% | -19.1% | +40.0% | +25.9% |
| YTD | +15.2% | -2.1% | +17.3% | +15.1% |
| 1Y | +5.4% | -3.2% | +8.7% | +5.4% |
| All | -26.9% | -8.8% | -18.1% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling