+2,926.4%
V vs HSY
+651.5%
+2,275.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.6% |
| 7D | -1.7% | -3.3% | +1.6% | -0.5% |
| 30D | +2.0% | -2.8% | +4.8% | +3.0% |
| 3M | +17.4% | -4.5% | +21.8% | +19.1% |
| 6M | +17.5% | -24.2% | +41.7% | +29.7% |
| YTD | +7.6% | -2.7% | +10.3% | +7.3% |
| 1Y | +7.7% | -3.7% | +11.5% | +7.6% |
| 3Y | +54.7% | -11.5% | +66.1% | +55.8% |
| 5Y | +73.0% | +10.3% | +62.7% | +55.4% |
| 10Y | +390.9% | +122.1% | +268.7% | +222.4% |
| All | +2,926.4% | +651.5% | +2,275.0% | +894.9% |
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