-5.0%
HSY vs AS
+142.2%
-147.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.7% | -2.6% |
| 7D | +1.3% | +5.8% | -4.5% | +1.2% |
| 30D | +6.6% | +15.4% | -8.8% | +6.3% |
| 3M | -4.1% | -11.9% | +7.8% | -4.0% |
| 6M | -5.2% | -9.9% | +4.7% | -5.2% |
| YTD | -2.5% | -13.1% | +10.5% | -2.6% |
| 1Y | +4.7% | +9.9% | -5.1% | +4.4% |
| All | -5.0% | +142.2% | -147.2% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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