-3.1%
BAC vs HSY
+5.5%
-8.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +2.1% | +3.8% | -1.8% | +2.1% |
| 30D | -6.7% | +6.9% | -13.6% | -6.5% |
| 3M | -20.2% | -4.1% | -16.2% | -20.3% |
| 6M | -0.2% | -5.0% | +4.8% | -0.5% |
| YTD | -6.4% | -2.3% | -4.1% | -7.2% |
| 1Y | -3.1% | +6.1% | -9.2% | -5.6% |
| All | -3.1% | +5.5% | -8.6% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling