+825.0%
HSY vs AGI
+5,381.0%
-4,556.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.1% |
| 7D | -1.6% | +4.4% | -5.9% | -1.7% |
| 30D | -4.2% | +10.0% | -14.2% | -4.5% |
| 3M | -0.7% | +1.7% | -2.5% | -0.9% |
| 6M | -21.8% | -26.8% | +5.0% | -21.2% |
| YTD | -2.7% | -5.3% | +2.7% | -2.8% |
| 1Y | -4.8% | +11.5% | -16.3% | -5.6% |
| 3Y | -9.4% | +212.9% | -222.3% | -13.3% |
| 5Y | +11.3% | +388.8% | -377.5% | +4.5% |
| 10Y | +125.0% | +383.6% | -258.5% | +108.2% |
| All | +825.0% | +5,381.0% | -4,556.0% | +747.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling