+111.2%
HAL vs HSY
+13.1%
+98.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | +2.9% | -3.3% | +6.2% | +3.3% |
| 30D | +17.0% | -2.8% | +19.9% | +17.3% |
| 3M | -9.7% | -4.5% | -5.2% | -9.4% |
| 6M | +8.6% | -24.2% | +32.8% | +12.5% |
| YTD | +33.0% | -2.7% | +35.7% | +32.6% |
| 1Y | +68.3% | -3.7% | +72.1% | +67.9% |
| 3Y | +0.1% | -11.5% | +11.6% | +0.7% |
| All | +111.2% | +13.1% | +98.2% | +101.0% |
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