+126.5%
HSY vs AGI
+392.3%
-265.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | +0.1% | -2.7% | +2.8% | +0.2% |
| 30D | -5.2% | +7.2% | -12.4% | -5.6% |
| 3M | -3.4% | +4.3% | -7.7% | -3.8% |
| 6M | -19.2% | -27.1% | +7.9% | -18.1% |
| YTD | -2.6% | -6.6% | +4.0% | -2.9% |
| 1Y | -3.8% | +9.5% | -13.3% | -5.2% |
| 3Y | -10.6% | +208.4% | -219.1% | -18.0% |
| 5Y | +12.3% | +401.6% | -389.3% | -1.2% |
| All | +126.5% | +392.3% | -265.8% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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