-22.4%
BA vs HSY
+9.9%
-32.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.6% |
| 7D | -0.6% | -2.3% | +1.8% | -0.3% |
| 30D | -8.0% | +6.3% | -14.3% | -8.5% |
| 3M | -25.8% | -5.2% | -20.6% | -25.5% |
| 6M | -27.6% | -8.3% | -19.3% | -27.2% |
| YTD | -21.0% | -2.7% | -18.3% | -20.8% |
| 1Y | -12.3% | +0.1% | -12.4% | -12.2% |
| 3Y | -12.8% | -1.0% | -11.7% | -13.5% |
| 5Y | -22.4% | +10.6% | -33.0% | -28.4% |
| All | -22.4% | +9.9% | -32.3% | -28.4% |
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 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