+4,345.5%
HSY vs GEN
+8,652.2%
-4,306.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +3.8% | +1.0% | +2.8% | +3.8% |
| 30D | +6.9% | +29.1% | -22.2% | +5.4% |
| 3M | -4.1% | +2.9% | -7.0% | -4.4% |
| 6M | -5.0% | +33.6% | -38.6% | -6.7% |
| YTD | -2.3% | +12.0% | -14.3% | -3.3% |
| 1Y | +6.1% | +16.2% | -10.1% | +4.8% |
| 3Y | -0.7% | +65.1% | -65.7% | -4.0% |
| 5Y | +9.9% | +33.3% | -23.4% | +6.8% |
| 10Y | +127.8% | +149.7% | -21.9% | +112.0% |
| All | +4,345.5% | +8,652.2% | -4,306.7% | +2,565.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling