+13.0%
HSY vs ALLY
+1.6%
+11.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -3.3% | +3.7% | -7.0% | -3.4% |
| 30D | -2.8% | -2.3% | -0.6% | -2.8% |
| 3M | -4.5% | +3.8% | -8.3% | -4.6% |
| 6M | -24.2% | +9.7% | -33.9% | -24.4% |
| YTD | -2.7% | -1.4% | -1.3% | -2.7% |
| 1Y | -3.7% | +8.2% | -12.0% | -4.1% |
| 3Y | -11.5% | +66.5% | -77.9% | -13.6% |
| All | +13.0% | +1.6% | +11.4% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling