+74.2%
HAL vs HSY
-5.5%
+79.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.8% |
| 7D | -1.3% | -3.0% | +1.6% | -1.6% |
| 30D | +10.9% | -5.0% | +15.9% | +10.3% |
| 3M | -5.8% | -1.3% | -4.5% | -5.9% |
| 6M | +8.1% | -21.5% | +29.6% | +7.4% |
| YTD | +33.2% | -3.3% | +36.5% | +35.8% |
| 1Y | +74.2% | -5.5% | +79.7% | +80.3% |
| All | +74.2% | -5.5% | +79.7% | +80.3% |
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 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