+0.1%
HSY vs ALC
-11.3%
+11.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -2.3% | -6.2% | +3.8% | -1.3% |
| 30D | +6.3% | +14.0% | -7.7% | +4.6% |
| 3M | -5.2% | -2.4% | -2.8% | -5.4% |
| 6M | -8.3% | +12.6% | -20.9% | -9.1% |
| YTD | -2.7% | -8.4% | +5.8% | -3.3% |
| 1Y | +0.1% | -9.1% | +9.3% | -0.6% |
| All | +0.1% | -11.3% | +11.4% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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