-5.5%
HSY vs ACI
-35.6%
+30.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.2% |
| 7D | -3.0% | -5.0% | +2.1% | -2.1% |
| 30D | -5.0% | -2.3% | -2.7% | -4.7% |
| 3M | -1.3% | -23.2% | +21.9% | +2.3% |
| 6M | -21.5% | -29.5% | +8.0% | -17.5% |
| YTD | -3.3% | -28.6% | +25.3% | +1.1% |
| 1Y | -5.5% | -34.0% | +28.5% | +1.8% |
| All | -5.5% | -35.6% | +30.1% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling