+360.5%
BE vs HSY
-3.5%
+364.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.4% | +6.8% |
| 7D | +20.0% | -3.3% | +23.3% | +18.0% |
| 30D | +7.9% | -2.8% | +10.7% | +6.5% |
| 3M | -13.2% | -4.5% | -8.7% | -12.9% |
| 6M | +53.5% | -24.2% | +77.7% | +48.1% |
| YTD | +191.0% | -2.7% | +193.8% | +198.8% |
| 1Y | +360.5% | -3.7% | +364.3% | +392.5% |
| All | +360.5% | -3.5% | +364.1% | +392.5% |
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