+12.2%
HSY vs A
+14.4%
-2.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | +7.7% | +3.3% | +4.4% | +7.2% |
| 3M | -2.3% | +18.5% | -20.8% | -4.3% |
| 6M | -5.3% | +59.3% | -64.6% | -10.6% |
| YTD | -0.9% | +31.0% | -31.9% | -4.2% |
| 1Y | +5.2% | +19.3% | -14.1% | +3.0% |
| 3Y | +0.7% | +66.8% | -66.1% | -6.3% |
| 5Y | +12.2% | +15.5% | -3.3% | +5.5% |
| All | +12.2% | +14.4% | -2.2% | +5.5% |
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