+111.9%
INTC vs HSY
+128.6%
-16.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | +6.0% | -2.1% | +8.1% | +6.4% |
| 30D | -39.2% | +6.1% | -45.3% | -40.3% |
| 3M | -42.9% | -5.6% | -37.3% | -42.5% |
| 6M | -50.4% | -9.5% | -40.9% | -49.8% |
| YTD | +61.7% | -2.1% | +63.8% | +58.5% |
| 1Y | +66.1% | +0.8% | +65.4% | +61.0% |
| 3Y | +58.1% | -2.1% | +60.3% | +50.6% |
| 5Y | +27.9% | +11.2% | +16.6% | +12.2% |
| All | +111.9% | +128.6% | -16.6% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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