-2.1%
HSY vs ALLY
+65.3%
-67.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.6% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | +6.1% | +5.2% | +0.9% | +6.0% |
| 3M | -5.6% | -13.3% | +7.7% | -5.6% |
| 6M | -9.5% | -6.7% | -2.9% | -9.5% |
| YTD | -2.1% | -12.8% | +10.7% | -2.0% |
| 1Y | +0.8% | +0.7% | +0.1% | +0.6% |
| 3Y | -2.1% | +65.2% | -67.3% | -7.9% |
| All | -2.1% | +65.3% | -67.5% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 3y: compounded portfolio wealth divided by compounded ALLY 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…
3y analysis · Full analysis span regression · 6 months rolling