+1,094.1%
BAC vs HSY
+4,423.4%
-3,329.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +2.1% | +3.8% | -1.8% | +0.5% |
| 30D | -6.7% | +6.9% | -13.6% | -9.4% |
| 3M | -20.2% | -4.1% | -16.2% | -19.3% |
| 6M | -0.2% | -5.0% | +4.8% | +0.6% |
| YTD | -6.4% | -2.3% | -4.1% | -7.5% |
| 1Y | -3.1% | +6.1% | -9.2% | -7.5% |
| 3Y | +96.7% | -0.7% | +97.4% | +86.1% |
| 5Y | +21.3% | +9.9% | +11.4% | +8.1% |
| 10Y | +237.7% | +127.8% | +109.9% | +116.9% |
| All | +1,094.1% | +4,423.4% | -3,329.4% | +142.3% |
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