+13.0%
HSY vs AGI
+389.6%
-376.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.6% | +1.4% |
| 7D | -0.4% | -5.3% | +4.8% | -0.2% |
| 30D | -3.4% | +6.8% | -10.2% | -3.8% |
| 3M | -0.5% | +8.3% | -8.8% | -1.0% |
| 6M | -19.1% | -29.2% | +10.1% | -18.0% |
| YTD | -2.1% | -7.3% | +5.2% | -2.1% |
| 1Y | -3.2% | +8.0% | -11.3% | -4.4% |
| 3Y | -8.8% | +206.6% | -215.4% | -16.6% |
| 5Y | +13.0% | +398.1% | -385.2% | -2.3% |
| All | +13.0% | +389.6% | -376.6% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling