+59.3%
HSY vs ACI
+18.9%
+40.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | -3.0% | -5.0% | +2.1% | -2.4% |
| 30D | -5.0% | -2.3% | -2.7% | -4.8% |
| 3M | -1.3% | -23.2% | +21.9% | +1.2% |
| 6M | -21.5% | -29.5% | +8.0% | -18.8% |
| YTD | -3.3% | -28.6% | +25.3% | -0.1% |
| 1Y | -5.5% | -34.0% | +28.5% | -1.7% |
| 3Y | -9.9% | -45.0% | +35.0% | -5.0% |
| 5Y | +11.3% | -44.0% | +55.4% | +16.1% |
| All | +59.3% | +18.9% | +40.4% | +61.6% |
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