+5,596.8%
HON vs HSY
+4,405.8%
+1,191.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | -0.8% | -1.6% | +0.7% | -0.3% |
| 30D | -15.2% | -4.2% | -10.9% | -13.9% |
| 3M | -6.0% | -0.7% | -5.3% | -6.2% |
| 6M | -14.9% | -21.8% | +6.9% | -7.9% |
| YTD | +3.2% | -2.7% | +5.8% | +2.9% |
| 1Y | 0.0% | -4.8% | +4.8% | +0.2% |
| 3Y | +21.5% | -9.4% | +30.8% | +20.9% |
| 5Y | +4.0% | +11.3% | -7.2% | -5.0% |
| 10Y | +138.4% | +125.0% | +13.3% | +65.6% |
| All | +5,596.8% | +4,405.8% | +1,191.1% | +1,451.6% |
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