+10,545.1%
LIN vs HSY
+3,672.4%
+6,872.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -2.1% | -3.3% | +1.2% | -1.1% |
| 30D | -2.4% | -2.8% | +0.4% | -1.6% |
| 3M | -5.6% | -4.5% | -1.1% | -4.5% |
| 6M | -3.4% | -24.2% | +20.8% | +4.9% |
| YTD | +13.1% | -2.7% | +15.8% | +12.8% |
| 1Y | +2.5% | -3.7% | +6.2% | +2.2% |
| 3Y | +27.6% | -11.5% | +39.1% | +28.0% |
| 5Y | +63.0% | +10.3% | +52.7% | +50.5% |
| 10Y | +359.3% | +122.1% | +237.2% | +231.7% |
| All | +10,545.1% | +3,672.4% | +6,872.7% | +3,184.1% |
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