+136.4%
BAC vs HSY
-9.5%
+145.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | +1.2% | -1.6% | +2.7% | +1.2% |
| 30D | -0.7% | -4.2% | +3.5% | -0.6% |
| 3M | +16.9% | -0.7% | +17.6% | +16.9% |
| 6M | +29.6% | -21.8% | +51.4% | +30.6% |
| YTD | +15.3% | -2.7% | +17.9% | +14.9% |
| 1Y | +28.8% | -4.8% | +33.6% | +28.6% |
| 3Y | +136.4% | -9.4% | +145.8% | +132.9% |
| All | +136.4% | -9.5% | +145.9% | +132.9% |
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