+310.6%
BE vs HSY
-3.8%
+314.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.3% | -3.4% |
| 7D | +9.7% | -0.4% | +10.2% | +9.6% |
| 30D | +22.4% | -3.4% | +25.8% | +20.5% |
| 3M | +10.4% | -0.5% | +10.9% | +11.5% |
| 6M | +67.9% | -19.1% | +87.0% | +66.0% |
| YTD | +197.5% | -2.1% | +199.6% | +203.5% |
| 1Y | +310.6% | -3.2% | +313.8% | +339.2% |
| All | +310.6% | -3.8% | +314.3% | +339.2% |
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