+11,385.0%
LIN vs HSY
+3,779.8%
+7,605.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | +0.2% | +7.5% | -7.3% | -2.1% |
| 30D | +6.5% | +11.1% | -4.6% | +2.9% |
| 3M | +5.5% | -1.9% | +7.4% | +5.9% |
| 6M | +3.3% | -3.0% | +6.3% | +3.7% |
| YTD | +22.0% | 0.0% | +22.0% | +20.4% |
| 1Y | +25.7% | +9.4% | +16.3% | +20.3% |
| 3Y | +36.2% | +3.8% | +32.5% | +29.5% |
| 5Y | +66.1% | +15.2% | +50.9% | +51.0% |
| 10Y | +431.0% | +126.9% | +304.1% | +280.6% |
| All | +11,385.0% | +3,779.8% | +7,605.2% | +3,405.9% |
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