+128.1%
HSY vs GEN
+150.6%
-22.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -3.0% | -2.9% | 0.0% | -2.7% |
| 30D | -5.0% | +2.1% | -7.1% | -5.3% |
| 3M | -1.3% | +19.7% | -21.0% | -3.1% |
| 6M | -21.5% | +33.3% | -54.8% | -23.9% |
| YTD | -3.3% | +11.1% | -14.4% | -4.6% |
| 1Y | -5.5% | +3.0% | -8.5% | -6.1% |
| 3Y | -9.9% | +57.9% | -67.8% | -14.8% |
| 5Y | +11.3% | +20.6% | -9.3% | +7.2% |
| 10Y | +128.1% | +153.2% | -25.2% | +104.7% |
| All | +128.1% | +150.6% | -22.5% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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