+1,111.5%
XLI vs HSY
+970.8%
+140.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +1.0% | -1.6% | +2.5% | +1.5% |
| 30D | -5.8% | -4.2% | -1.6% | -4.6% |
| 3M | +0.7% | -0.7% | +1.4% | +0.5% |
| 6M | +3.2% | -21.8% | +25.0% | +10.5% |
| YTD | +13.0% | -2.7% | +15.7% | +12.6% |
| 1Y | +16.8% | -4.8% | +21.6% | +16.8% |
| 3Y | +72.4% | -9.4% | +81.8% | +71.4% |
| 5Y | +82.8% | +11.3% | +71.5% | +67.9% |
| 10Y | +252.4% | +125.0% | +127.4% | +154.1% |
| All | +1,111.5% | +970.8% | +140.8% | +457.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling