+11.3%
HSY vs LEN
-10.6%
+22.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -3.0% | -3.4% | +0.4% | -2.6% |
| 30D | -5.0% | -5.7% | +0.6% | -4.4% |
| 3M | -1.3% | -12.2% | +10.9% | +0.1% |
| 6M | -21.5% | -18.3% | -3.2% | -19.9% |
| YTD | -3.3% | -20.2% | +16.9% | -1.1% |
| 1Y | -5.5% | -40.1% | +34.6% | -0.4% |
| 3Y | -9.9% | -26.2% | +16.3% | -8.2% |
| 5Y | +11.3% | -9.8% | +21.2% | +7.9% |
| All | +11.3% | -10.6% | +22.0% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 5y: compounded portfolio wealth divided by compounded LEN 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…
5y analysis · Full analysis span regression · 6 months rolling