+34,289.6%
HD vs HSY
+4,411.2%
+29,878.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +3.8% |
| 7D | +3.6% | +1.3% | +2.3% | +3.1% |
| 30D | +21.6% | +6.6% | +15.0% | +18.8% |
| 3M | +0.1% | -4.1% | +4.2% | +1.5% |
| 6M | +13.0% | -5.2% | +18.2% | +14.6% |
| YTD | +4.9% | -2.5% | +7.5% | +4.9% |
| 1Y | -2.1% | +4.7% | -6.8% | -4.7% |
| 3Y | +32.6% | +0.6% | +32.0% | +27.4% |
| 5Y | +8.2% | +11.7% | -3.5% | -0.9% |
| 10Y | +257.9% | +120.0% | +137.9% | +155.9% |
| All | +34,289.6% | +4,411.2% | +29,878.3% | +7,585.6% |
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 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