+1,511.3%
META vs HSY
+266.3%
+1,245.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | -0.8% | +7.5% | -8.3% | -2.2% |
| 30D | -15.4% | +11.1% | -26.5% | -17.3% |
| 3M | +3.5% | -1.9% | +5.4% | +3.7% |
| 6M | -0.3% | -3.0% | +2.7% | 0.0% |
| YTD | -7.3% | 0.0% | -7.4% | -8.1% |
| 1Y | -1.1% | +9.4% | -10.5% | -3.9% |
| 3Y | +95.1% | +3.8% | +91.3% | +87.3% |
| 5Y | +80.6% | +15.2% | +65.4% | +66.5% |
| 10Y | +410.1% | +126.9% | +283.3% | +286.8% |
| All | +1,511.3% | +266.3% | +1,245.0% | +816.4% |
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