-14.7%
BA vs HSY
+0.7%
-15.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +0.6% |
| 7D | -1.4% | +1.1% | -2.5% | -1.5% |
| 30D | -7.9% | +7.7% | -15.6% | -8.3% |
| 3M | -25.2% | -2.3% | -22.9% | -25.2% |
| 6M | -26.7% | -5.3% | -21.4% | -26.6% |
| YTD | -19.6% | -0.9% | -18.7% | -19.3% |
| 1Y | -10.6% | +5.2% | -15.8% | -10.2% |
| All | -14.7% | +0.7% | -15.4% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling