+12.7%
HSY vs S
-57.7%
+70.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -3.0% | -1.2% | -1.7% | -3.0% |
| 30D | -5.0% | -12.6% | +7.5% | -5.2% |
| 3M | -1.3% | +27.6% | -28.9% | -1.0% |
| 6M | -21.5% | +35.5% | -57.0% | -21.1% |
| YTD | -3.3% | +29.6% | -32.9% | -2.8% |
| 1Y | -5.5% | +8.1% | -13.6% | -5.1% |
| 3Y | -9.9% | +14.8% | -24.7% | -9.4% |
| 5Y | +11.3% | -70.6% | +81.9% | +9.6% |
| All | +12.7% | -57.7% | +70.4% | +12.9% |
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