+42,174.6%
JBL vs HSY
+2,786.3%
+39,388.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | +4.4% | -1.6% | +6.0% | +4.8% |
| 30D | -8.4% | -4.2% | -4.2% | -7.6% |
| 3M | -14.2% | -0.7% | -13.4% | -14.5% |
| 6M | +29.6% | -21.8% | +51.4% | +36.7% |
| YTD | +37.1% | -2.7% | +39.7% | +36.5% |
| 1Y | +49.5% | -4.8% | +54.3% | +49.2% |
| 3Y | +192.7% | -9.4% | +202.0% | +189.7% |
| 5Y | +411.3% | +11.3% | +400.1% | +373.9% |
| 10Y | +1,447.6% | +125.0% | +1,322.6% | +1,092.1% |
| All | +42,174.6% | +2,786.3% | +39,388.3% | +25,147.1% |
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