+93.7%
META vs HSY
+11.5%
+82.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.0% |
| 7D | -0.2% | +1.1% | -1.3% | -0.2% |
| 30D | -15.4% | +7.7% | -23.1% | -15.4% |
| 3M | +5.0% | -2.3% | +7.3% | +5.2% |
| 6M | +5.2% | -5.3% | +10.5% | +5.4% |
| YTD | -4.5% | -0.9% | -3.6% | -4.2% |
| 1Y | +0.6% | +5.2% | -4.6% | +0.9% |
| 3Y | +93.1% | +0.7% | +92.3% | +92.5% |
| 5Y | +93.7% | +12.2% | +81.5% | +111.7% |
| All | +93.7% | +11.5% | +82.2% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling