+70,760.0%
BBY vs HSY
+4,377.7%
+66,382.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.3% |
| 7D | +1.2% | -3.0% | +4.1% | +2.1% |
| 30D | +6.8% | -5.0% | +11.8% | +8.5% |
| 3M | +18.7% | -1.3% | +20.1% | +19.0% |
| 6M | +37.3% | -21.5% | +58.8% | +46.6% |
| YTD | +35.3% | -3.3% | +38.6% | +35.3% |
| 1Y | +20.7% | -5.5% | +26.2% | +21.2% |
| 3Y | +39.4% | -9.9% | +49.4% | +39.5% |
| 5Y | -1.5% | +11.3% | -12.8% | -8.4% |
| 10Y | +239.8% | +128.1% | +111.7% | +154.9% |
| All | +70,760.0% | +4,377.7% | +66,382.4% | +20,209.1% |
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