+2,632.1%
NDAQ vs HSY
+882.5%
+1,749.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.8% | -0.2% |
| 7D | +1.7% | -2.3% | +4.0% | +2.7% |
| 30D | +16.2% | +6.3% | +9.9% | +13.1% |
| 3M | +14.0% | -5.2% | +19.2% | +16.2% |
| 6M | +22.3% | -8.3% | +30.6% | +26.0% |
| YTD | +13.0% | -2.7% | +15.7% | +12.0% |
| 1Y | +24.0% | +0.1% | +23.9% | +21.2% |
| 3Y | +117.1% | -1.0% | +118.1% | +104.9% |
| 5Y | +67.5% | +10.6% | +56.9% | +47.1% |
| 10Y | +474.3% | +127.0% | +347.3% | +247.8% |
| All | +2,632.1% | +882.5% | +1,749.5% | +776.8% |
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