+125.0%
HSY vs A
+251.1%
-126.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -3.0% | -4.4% | +1.4% | -2.1% |
| 30D | -5.0% | -2.7% | -2.4% | -4.6% |
| 3M | -1.3% | +7.0% | -8.4% | -2.8% |
| 6M | -21.5% | +24.6% | -46.1% | -25.4% |
| YTD | -3.3% | +7.0% | -10.3% | -5.3% |
| 1Y | -5.5% | +15.6% | -21.1% | -9.1% |
| 3Y | -9.9% | +29.9% | -39.8% | -17.1% |
| 5Y | +11.3% | -15.4% | +26.7% | +12.2% |
| All | +125.0% | +251.1% | -126.1% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling