+11,518.3%
LIN vs HSY
+3,765.7%
+7,752.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.3% | -1.2% |
| 7D | +3.6% | +10.7% | -7.1% | +0.3% |
| 30D | +6.4% | +10.3% | -4.0% | +3.0% |
| 3M | +6.5% | -0.4% | +6.9% | +6.4% |
| 6M | +4.9% | -2.5% | +7.4% | +5.1% |
| YTD | +23.4% | -0.3% | +23.8% | +21.9% |
| 1Y | +26.3% | +7.6% | +18.7% | +21.6% |
| 3Y | +38.0% | +3.2% | +34.8% | +31.4% |
| 5Y | +68.0% | +14.7% | +53.2% | +53.0% |
| 10Y | +437.1% | +126.0% | +311.1% | +285.5% |
| All | +11,518.3% | +3,765.7% | +7,752.7% | +3,450.8% |
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 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