+461.4%
BE vs HSY
+11.7%
+449.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.6% | -4.3% |
| 7D | -13.4% | +3.8% | -17.2% | -12.2% |
| 30D | -33.9% | +6.9% | -40.8% | -32.2% |
| 3M | -12.0% | -4.1% | -7.9% | -11.9% |
| 6M | -29.0% | -5.0% | -24.0% | -28.2% |
| YTD | +113.4% | -2.3% | +115.7% | +117.0% |
| 1Y | +33.2% | +6.1% | +27.1% | +37.4% |
| 3Y | +1,659.2% | -0.7% | +1,659.9% | +1,720.3% |
| 5Y | +461.4% | +9.9% | +451.5% | +531.5% |
| All | +461.4% | +11.7% | +449.7% | +531.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling