+1,470.1%
BA vs HSY
+4,530.8%
-3,060.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.4% |
| 7D | +1.1% | +7.5% | -6.5% | -1.4% |
| 30D | -7.9% | +11.1% | -19.0% | -11.3% |
| 3M | -25.3% | -1.9% | -23.4% | -25.0% |
| 6M | -24.6% | -3.0% | -21.6% | -24.3% |
| YTD | -20.1% | 0.0% | -20.2% | -21.1% |
| 1Y | -11.8% | +9.4% | -21.2% | -15.6% |
| 3Y | -10.1% | +3.8% | -13.9% | -15.2% |
| 5Y | -22.7% | +15.2% | -37.9% | -31.0% |
| 10Y | +35.1% | +126.9% | -91.8% | -4.9% |
| All | +1,470.1% | +4,530.8% | -3,060.7% | +254.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling