+125.0%
HSY vs FIVE
+475.1%
-350.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | -1.6% | +3.7% | -5.2% | -1.9% |
| 30D | -4.2% | +4.0% | -8.2% | -4.6% |
| 3M | -0.7% | +36.2% | -37.0% | -3.7% |
| 6M | -21.8% | +18.0% | -39.8% | -23.4% |
| YTD | -2.7% | +34.9% | -37.6% | -5.9% |
| 1Y | -4.8% | +67.9% | -72.7% | -10.2% |
| 3Y | -9.4% | +57.3% | -66.7% | -15.5% |
| 5Y | +11.3% | +39.5% | -28.3% | +2.7% |
| 10Y | +125.0% | +496.4% | -371.4% | +63.1% |
| All | +125.0% | +475.1% | -350.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling