+124.4%
HSY vs IT
+90.0%
+34.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -2.1% | +1.1% | -3.2% | -2.3% |
| 30D | +6.1% | -1.8% | +7.9% | +6.3% |
| 3M | -5.6% | +4.8% | -10.5% | -6.7% |
| 6M | -9.5% | +33.0% | -42.6% | -14.5% |
| YTD | -2.1% | -23.8% | +21.7% | +0.2% |
| 1Y | +0.8% | -16.5% | +17.3% | +1.5% |
| 3Y | -2.1% | -53.6% | +51.5% | +7.4% |
| 5Y | +11.2% | -42.1% | +53.4% | +14.2% |
| All | +124.4% | +90.0% | +34.5% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling