+638.0%
XYZ vs HSY
+122.5%
+515.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.6% | +6.2% | +4.4% |
| 7D | +14.9% | +1.3% | +13.6% | +14.5% |
| 30D | +14.7% | +6.6% | +8.1% | +12.5% |
| 3M | +12.1% | -4.1% | +16.2% | +13.3% |
| 6M | +18.3% | -5.2% | +23.6% | +19.5% |
| YTD | +36.1% | -2.5% | +38.6% | +35.0% |
| 1Y | +35.3% | +4.7% | +30.6% | +31.0% |
| 3Y | +73.5% | +0.6% | +72.9% | +65.2% |
| 5Y | -61.6% | +11.7% | -73.3% | -66.8% |
| 10Y | +638.0% | +120.0% | +518.0% | +379.5% |
| All | +638.0% | +122.5% | +515.5% | +379.5% |
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