+11.3%
HSY vs A
-14.2%
+25.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.7% | +0.4% |
| 7D | -1.6% | -2.1% | +0.5% | -1.3% |
| 30D | -4.2% | +0.6% | -4.8% | -4.3% |
| 3M | -0.7% | +10.9% | -11.6% | -2.0% |
| 6M | -21.8% | +28.2% | -49.9% | -24.4% |
| YTD | -2.7% | +8.6% | -11.2% | -3.9% |
| 1Y | -4.8% | +15.5% | -20.3% | -6.9% |
| 3Y | -9.4% | +31.8% | -41.2% | -13.4% |
| 5Y | +11.3% | -14.9% | +26.1% | +13.7% |
| All | +11.3% | -14.2% | +25.5% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling