+55.3%
BE vs HSY
+10.7%
+44.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.2% | -10.5% | -3.8% |
| 7D | -12.1% | +6.6% | -18.7% | -8.2% |
| 30D | -30.1% | +8.4% | -38.5% | -25.8% |
| 3M | -12.1% | -1.8% | -10.4% | -11.0% |
| 6M | -30.6% | -2.6% | -27.9% | -28.6% |
| YTD | +130.6% | -2.0% | +132.6% | +122.4% |
| 1Y | +55.3% | +8.3% | +47.0% | +43.0% |
| All | +55.3% | +10.7% | +44.6% | +43.0% |
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