+63.2%
HSY vs ACI
+32.1%
+31.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +1.6% |
| 7D | +1.1% | -5.3% | +6.4% | +1.7% |
| 30D | +7.7% | +5.0% | +2.6% | +7.1% |
| 3M | -2.3% | +7.5% | -9.8% | -3.2% |
| 6M | -5.3% | -16.0% | +10.7% | -4.0% |
| YTD | -0.9% | -20.6% | +19.8% | +1.0% |
| 1Y | +5.2% | -23.5% | +28.8% | +7.6% |
| 3Y | +0.7% | -32.1% | +32.9% | +4.0% |
| 5Y | +12.2% | -42.5% | +54.7% | +15.6% |
| All | +63.2% | +32.1% | +31.0% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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