-37.7%
HL vs HSY
-7.5%
-30.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -1.8% |
| 7D | -11.1% | -2.1% | -9.0% | -11.3% |
| 30D | -12.1% | +6.1% | -18.2% | -11.4% |
| 3M | -26.1% | -5.6% | -20.5% | -27.1% |
| 6M | -37.7% | -9.5% | -28.2% | -38.0% |
| All | -37.7% | -7.5% | -30.2% | -38.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling