+48.0%
BAX vs HSY
+10.7%
+37.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.2% | -0.2% | +2.5% |
| 7D | +4.1% | +6.6% | -2.5% | +1.8% |
| 30D | +9.4% | +8.4% | +1.0% | +6.5% |
| 3M | -6.5% | -1.8% | -4.7% | -6.1% |
| 6M | +59.6% | -2.6% | +62.2% | +59.5% |
| YTD | +38.9% | -2.0% | +40.8% | +38.3% |
| 1Y | +48.0% | +8.3% | +39.7% | +37.5% |
| All | +48.0% | +10.7% | +37.3% | +37.5% |
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