+275.1%
BLK vs HSY
+128.6%
+146.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -6.5% | -5.2% | -1.3% | -5.0% |
| 3M | +6.7% | -3.4% | +10.2% | +7.5% |
| 6M | +14.7% | -19.2% | +33.9% | +22.2% |
| YTD | +2.5% | -2.6% | +5.2% | +1.7% |
| 1Y | -2.8% | -3.8% | +1.0% | -3.6% |
| 3Y | +65.9% | -10.6% | +76.5% | +65.9% |
| 5Y | +33.0% | +12.3% | +20.7% | +15.2% |
| All | +275.1% | +128.6% | +146.5% | +167.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling