+15.5%
HSY vs S
-48.3%
+63.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.5% |
| 7D | +1.1% | +1.2% | -0.1% | +1.2% |
| 30D | +7.7% | -7.3% | +15.0% | +7.6% |
| 3M | -2.3% | +5.9% | -8.2% | -2.1% |
| 6M | -5.3% | +45.6% | -50.9% | -4.8% |
| YTD | -0.9% | +58.5% | -59.4% | -0.1% |
| 1Y | +5.2% | +37.6% | -32.4% | +6.0% |
| 3Y | +0.7% | +51.7% | -50.9% | +1.7% |
| 5Y | +12.2% | -67.5% | +79.7% | +10.9% |
| All | +15.5% | -48.3% | +63.8% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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