-62.4%
ZTS vs HSY
+10.6%
-73.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -3.8% | -3.0% | -0.8% | -3.0% |
| 30D | -2.0% | -5.0% | +3.0% | -0.8% |
| 3M | -10.2% | -1.3% | -8.9% | -10.0% |
| 6M | -39.4% | -21.5% | -17.9% | -35.8% |
| YTD | -40.8% | -3.3% | -37.5% | -40.7% |
| 1Y | -50.1% | -5.5% | -44.6% | -49.7% |
| 3Y | -58.9% | -9.9% | -49.0% | -58.3% |
| 5Y | -62.4% | +11.3% | -73.7% | -64.5% |
| All | -62.4% | +10.6% | -73.0% | -64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling