+479.7%
NDAQ vs HSY
+131.3%
+348.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.8% |
| 7D | 0.0% | +1.1% | -1.1% | -0.4% |
| 30D | +16.3% | +7.7% | +8.6% | +13.4% |
| 3M | +15.8% | -2.3% | +18.1% | +16.5% |
| 6M | +24.8% | -5.3% | +30.1% | +26.5% |
| YTD | +14.1% | -0.9% | +15.0% | +12.4% |
| 1Y | +26.5% | +5.2% | +21.3% | +21.7% |
| 3Y | +119.1% | +0.7% | +118.4% | +107.2% |
| 5Y | +70.9% | +12.2% | +58.7% | +49.0% |
| 10Y | +479.7% | +131.1% | +348.6% | +292.1% |
| All | +479.7% | +131.3% | +348.4% | +292.1% |
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