+901.0%
HSY vs HDB
+3,812.1%
-2,911.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | -2.8% | -2.8% | 0.0% | -2.4% |
| 3M | -4.5% | -3.5% | -0.9% | -4.2% |
| 6M | -24.2% | -24.7% | +0.5% | -21.3% |
| YTD | -2.7% | -36.6% | +33.8% | +3.7% |
| 1Y | -3.7% | -34.4% | +30.6% | +2.0% |
| 3Y | -11.5% | -24.4% | +12.9% | -9.2% |
| 5Y | +10.3% | -35.4% | +45.7% | +14.6% |
| 10Y | +122.1% | +39.5% | +82.6% | +98.5% |
| All | +901.0% | +3,812.1% | -2,911.1% | +500.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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