+17.3%
HAL vs HSY
+5.5%
+11.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | 0.0% |
| 7D | -6.5% | +3.8% | -10.3% | -5.9% |
| 30D | -2.1% | +6.9% | -9.0% | -1.3% |
| 3M | -4.9% | -4.1% | -0.8% | -5.2% |
| 6M | -19.3% | -5.0% | -14.3% | -19.6% |
| YTD | +14.3% | -2.3% | +16.6% | +19.0% |
| 1Y | +17.3% | +6.1% | +11.2% | +27.6% |
| All | +17.3% | +5.5% | +11.8% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling