+9.4%
HSY vs ADVB
-77.7%
+87.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | +0.4% |
| 7D | +7.5% | -13.9% | +21.4% | +7.4% |
| 30D | +11.1% | -68.1% | +79.2% | +10.6% |
| 3M | -1.9% | -73.4% | +71.5% | -2.3% |
| 6M | -3.0% | -70.8% | +67.8% | -3.3% |
| YTD | 0.0% | -66.1% | +66.1% | +0.4% |
| 1Y | +9.4% | -77.5% | +86.9% | +11.4% |
| All | +9.4% | -77.7% | +87.1% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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