+4,325.0%
HSY vs HAS
+3,598.5%
+726.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -3.3% | -1.8% | -1.5% | -3.1% |
| 30D | -2.8% | +2.3% | -5.1% | -3.1% |
| 3M | -4.5% | +10.4% | -14.9% | -5.9% |
| 6M | -24.2% | -3.2% | -21.0% | -24.1% |
| YTD | -2.7% | +15.4% | -18.1% | -5.1% |
| 1Y | -3.7% | +18.8% | -22.5% | -6.6% |
| 3Y | -11.5% | +43.9% | -55.4% | -17.5% |
| 5Y | +10.3% | +13.9% | -3.6% | +4.8% |
| 10Y | +122.1% | +56.4% | +65.7% | +94.2% |
| All | +4,325.0% | +3,598.5% | +726.5% | +1,972.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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