+1,784.6%
BE vs HSY
-9.5%
+1,794.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.1% | +9.6% | +9.7% |
| 7D | +29.8% | -1.6% | +31.3% | +29.2% |
| 30D | +26.4% | -4.2% | +30.6% | +24.8% |
| 3M | +9.3% | -0.7% | +10.0% | +10.0% |
| 6M | +105.1% | -21.8% | +126.8% | +98.4% |
| YTD | +219.0% | -2.7% | +221.7% | +221.9% |
| 1Y | +418.8% | -4.8% | +423.6% | +424.5% |
| 3Y | +1,784.6% | -9.4% | +1,793.9% | +1,858.9% |
| All | +1,784.6% | -9.5% | +1,794.1% | +1,858.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling