+595.7%
HAL vs HSY
+4,402.6%
-3,806.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +2.9% | -3.3% | +6.2% | +4.0% |
| 30D | +17.0% | -2.8% | +19.9% | +18.0% |
| 3M | -9.7% | -4.5% | -5.2% | -8.9% |
| 6M | +8.6% | -24.2% | +32.8% | +17.6% |
| YTD | +33.0% | -2.7% | +35.7% | +32.3% |
| 1Y | +68.3% | -3.7% | +72.1% | +67.2% |
| 3Y | +0.1% | -11.5% | +11.6% | +0.1% |
| 5Y | +102.6% | +10.3% | +92.3% | +85.4% |
| 10Y | +3.8% | +122.1% | -118.3% | -23.3% |
| All | +595.7% | +4,402.6% | -3,806.9% | +145.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling