+518.0%
HAL vs HSY
+4,487.9%
-3,969.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.4% | +1.9% | +2.9% |
| 7D | -0.2% | +1.1% | -1.3% | -0.6% |
| 30D | +1.0% | +7.7% | -6.7% | -1.7% |
| 3M | -2.1% | -2.3% | +0.2% | -1.9% |
| 6M | -17.5% | -5.3% | -12.2% | -17.1% |
| YTD | +18.1% | -0.9% | +19.0% | +16.3% |
| 1Y | +19.7% | +5.2% | +14.5% | +15.3% |
| 3Y | -7.9% | +0.7% | -8.7% | -12.1% |
| 5Y | +53.1% | +12.2% | +40.9% | +38.9% |
| 10Y | -16.8% | +131.1% | -147.9% | -39.4% |
| All | +518.0% | +4,487.9% | -3,969.9% | +116.1% |
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