+948.0%
HSY vs GRMN
+6,828.2%
-5,880.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.7% |
| 7D | -2.1% | -0.9% | -1.3% | -2.0% |
| 30D | +6.1% | +1.2% | +4.9% | +5.9% |
| 3M | -5.6% | -8.9% | +3.3% | -4.7% |
| 6M | -9.5% | +23.0% | -32.5% | -12.1% |
| YTD | -2.1% | +41.2% | -43.3% | -6.7% |
| 1Y | +0.8% | +47.5% | -46.7% | -4.4% |
| 3Y | -2.1% | +155.8% | -157.9% | -14.8% |
| 5Y | +11.2% | +120.2% | -108.9% | -2.1% |
| 10Y | +128.3% | +629.9% | -501.6% | +73.4% |
| All | +948.0% | +6,828.2% | -5,880.3% | +607.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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