+5,143.0%
BDX vs HSY
+4,405.8%
+737.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -4.3% | -1.6% | -2.7% | -3.9% |
| 30D | +1.3% | -4.2% | +5.5% | +2.4% |
| 3M | +20.2% | -0.7% | +21.0% | +20.4% |
| 6M | +8.6% | -21.8% | +30.4% | +15.4% |
| YTD | +19.0% | -2.7% | +21.6% | +19.1% |
| 1Y | +21.2% | -4.8% | +26.0% | +21.9% |
| 3Y | -9.7% | -9.4% | -0.3% | -9.3% |
| 5Y | -3.4% | +11.3% | -14.7% | -8.4% |
| 10Y | +53.9% | +125.0% | -71.2% | +20.2% |
| All | +5,143.0% | +4,405.8% | +737.2% | +1,662.1% |
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