+5.8%
HSY vs ACGL
+21.8%
-16.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.9% |
| 7D | +1.3% | -1.1% | +2.4% | +1.8% |
| 30D | +6.6% | +13.1% | -6.5% | +1.3% |
| 3M | -4.1% | +9.8% | -13.9% | -7.9% |
| 6M | -5.2% | +15.3% | -20.5% | -10.6% |
| YTD | -2.5% | +12.7% | -15.3% | -6.6% |
| All | +5.8% | +21.8% | -16.0% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 1y: compounded portfolio wealth divided by compounded ACGL 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…
1y analysis · Full analysis span regression · 6 months rolling