+11.3%
HSY vs EXEL
+194.6%
-183.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.7% |
| 7D | -3.0% | -0.3% | -2.6% | -2.9% |
| 30D | -5.0% | +10.1% | -15.2% | -5.6% |
| 3M | -1.3% | +10.1% | -11.4% | -1.9% |
| 6M | -21.5% | +37.7% | -59.2% | -23.0% |
| YTD | -3.3% | +33.1% | -36.4% | -5.0% |
| 1Y | -5.5% | +52.4% | -57.9% | -7.9% |
| 3Y | -9.9% | +163.8% | -173.7% | -16.3% |
| 5Y | +11.3% | +198.5% | -187.2% | +2.8% |
| All | +11.3% | +194.6% | -183.2% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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