-3.7%
HSY vs GTLB
+14.4%
-18.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.1% | -1.0% |
| 7D | -3.3% | +11.1% | -14.3% | -2.5% |
| 30D | -2.8% | +37.8% | -40.6% | -0.3% |
| 3M | -4.5% | +61.6% | -66.1% | -0.9% |
| 6M | -24.2% | +98.9% | -123.1% | -18.4% |
| YTD | -2.7% | +32.8% | -35.5% | +0.6% |
| 1Y | -3.7% | +14.7% | -18.4% | -1.7% |
| All | -3.7% | +14.4% | -18.2% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 1y: compounded portfolio wealth divided by compounded GTLB 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…
1y analysis · Full analysis span regression · 6 months rolling