+365.6%
NDAQ vs HSY
+130.0%
+235.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.6% | -2.8% |
| 7D | -6.8% | -0.4% | -6.4% | -6.7% |
| 30D | -3.2% | -3.4% | +0.3% | -2.1% |
| 3M | +6.5% | -0.5% | +7.0% | +6.5% |
| 6M | +5.7% | -19.1% | +24.9% | +12.8% |
| YTD | -4.6% | -2.1% | -2.6% | -5.5% |
| 1Y | -1.6% | -3.2% | +1.7% | -2.4% |
| 3Y | +86.4% | -8.8% | +95.3% | +85.1% |
| 5Y | +50.3% | +13.0% | +37.4% | +30.6% |
| All | +365.6% | +130.0% | +235.7% | +228.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling