-43.8%
GPN vs HSY
+12.0%
-55.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -4.6% | +0.1% | -4.7% | -4.6% |
| 30D | -0.3% | -5.2% | +4.9% | +1.1% |
| 3M | +35.4% | -3.4% | +38.8% | +36.7% |
| 6M | +21.7% | -19.2% | +40.9% | +27.8% |
| YTD | +14.9% | -2.6% | +17.5% | +14.9% |
| 1Y | +3.2% | -3.8% | +7.0% | +3.3% |
| 3Y | -27.1% | -10.6% | -16.5% | -26.2% |
| All | -43.8% | +12.0% | -55.8% | -45.3% |
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 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