+398.8%
HL vs HSY
-8.8%
+407.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -4.1% |
| 7D | -5.6% | -0.4% | -5.2% | -5.6% |
| 30D | +12.7% | -3.4% | +16.2% | +13.1% |
| 3M | +42.5% | -0.5% | +43.0% | +42.5% |
| 6M | -9.0% | -19.1% | +10.1% | -7.2% |
| YTD | +4.4% | -2.1% | +6.5% | +4.8% |
| 1Y | +82.7% | -3.2% | +85.9% | +83.7% |
| All | +398.8% | -8.8% | +407.6% | +422.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling