+375.1%
META vs HSY
+122.8%
+252.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +6.0% | -1.6% | +7.6% | +6.3% |
| 30D | +3.6% | -4.2% | +7.8% | +4.3% |
| 3M | +4.9% | -0.7% | +5.6% | +5.0% |
| 6M | -4.7% | -21.8% | +17.1% | -1.3% |
| YTD | -6.9% | -2.7% | -4.2% | -6.9% |
| 1Y | -18.2% | -4.8% | -13.4% | -18.0% |
| 3Y | +107.8% | -9.4% | +117.1% | +108.3% |
| 5Y | +63.9% | +11.3% | +52.6% | +54.4% |
| 10Y | +375.1% | +125.0% | +250.0% | +332.6% |
| All | +375.1% | +122.8% | +252.2% | +332.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling