+634.9%
HLT vs HSY
+146.5%
+488.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -5.0% | -5.2% | +0.2% | -4.0% |
| 3M | -10.4% | -3.4% | -7.0% | -9.9% |
| 6M | +3.2% | -19.2% | +22.4% | +7.6% |
| YTD | +6.7% | -2.6% | +9.4% | +6.6% |
| 1Y | +10.3% | -3.8% | +14.0% | +10.2% |
| 3Y | +99.3% | -10.6% | +110.0% | +100.2% |
| 5Y | +143.7% | +12.3% | +131.4% | +126.4% |
| 10Y | +584.7% | +129.6% | +455.2% | +423.7% |
| All | +634.9% | +146.5% | +488.4% | +422.6% |
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