+34,313.4%
JBL vs HSY
+2,803.0%
+31,510.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | +6.3% | -2.1% | +8.5% | +6.8% |
| 30D | -13.5% | +6.1% | -19.6% | -15.2% |
| 3M | -31.3% | -5.6% | -25.7% | -30.8% |
| 6M | -28.4% | -9.5% | -18.9% | -27.5% |
| YTD | +11.6% | -2.1% | +13.7% | +10.4% |
| 1Y | +26.1% | +0.8% | +25.3% | +23.8% |
| 3Y | +97.4% | -2.1% | +99.5% | +90.5% |
| 5Y | +301.0% | +11.2% | +289.8% | +270.2% |
| 10Y | +1,151.1% | +128.3% | +1,022.8% | +856.4% |
| All | +34,313.4% | +2,803.0% | +31,510.4% | +20,325.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling