+13.0%
HSY vs ALHC
-33.5%
+46.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -3.3% | -0.6% | -2.7% | -3.3% |
| 30D | -2.8% | -1.0% | -1.8% | -2.8% |
| 3M | -4.5% | -10.2% | +5.7% | -4.6% |
| 6M | -24.2% | -28.3% | +4.1% | -23.9% |
| YTD | -2.7% | -31.4% | +28.7% | -2.4% |
| 1Y | -3.7% | -16.9% | +13.2% | -3.9% |
| 3Y | -11.5% | +135.5% | -146.9% | -15.8% |
| All | +13.0% | -33.5% | +46.5% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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