+11.4%
HSY vs LII
+17.0%
-5.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.5% |
| 7D | -2.1% | +2.9% | -5.1% | -2.4% |
| 30D | +6.1% | +0.9% | +5.2% | +6.0% |
| 3M | -5.6% | -15.5% | +9.9% | -4.4% |
| 6M | -9.5% | -30.2% | +20.7% | -7.3% |
| YTD | -2.1% | -26.8% | +24.7% | -0.4% |
| 1Y | +0.8% | -25.3% | +26.1% | +2.3% |
| 3Y | -2.1% | -7.8% | +5.6% | -4.2% |
| All | +11.4% | +17.0% | -5.6% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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