+3,319.5%
V vs HSY
+654.9%
+2,664.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +0.8% | +3.8% | -3.0% | -0.6% |
| 30D | +9.9% | +6.9% | +3.1% | +7.1% |
| 3M | +17.5% | -4.1% | +21.6% | +19.1% |
| 6M | +33.5% | -5.0% | +38.4% | +35.2% |
| YTD | +21.6% | -2.3% | +23.8% | +20.8% |
| 1Y | +27.6% | +6.1% | +21.5% | +22.6% |
| 3Y | +76.4% | -0.7% | +77.1% | +68.9% |
| 5Y | +103.8% | +9.9% | +93.9% | +83.2% |
| 10Y | +455.5% | +127.8% | +327.7% | +260.9% |
| All | +3,319.5% | +654.9% | +2,664.6% | +1,020.0% |
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