+413.7%
JBL vs HSY
+12.0%
+401.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +5.1% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -13.1% | -5.2% | -7.9% | -13.0% |
| 3M | -15.6% | -3.4% | -12.2% | -15.6% |
| 6M | +24.6% | -19.2% | +43.8% | +26.1% |
| YTD | +39.6% | -2.6% | +42.2% | +39.7% |
| 1Y | +48.6% | -3.8% | +52.4% | +48.8% |
| 3Y | +197.3% | -10.6% | +207.9% | +203.6% |
| All | +413.7% | +12.0% | +401.7% | +381.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling