+12,674.7%
BLK vs HSY
+1,248.7%
+11,425.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.4% |
| 7D | -5.2% | -0.4% | -4.8% | -5.0% |
| 30D | -7.0% | -3.4% | -3.6% | -5.9% |
| 3M | +5.7% | -0.5% | +6.2% | +5.3% |
| 6M | +11.0% | -19.1% | +30.2% | +19.0% |
| YTD | +0.9% | -2.1% | +3.0% | 0.0% |
| 1Y | -1.6% | -3.2% | +1.6% | -2.5% |
| 3Y | +64.5% | -8.8% | +73.3% | +62.1% |
| 5Y | +30.9% | +13.0% | +17.9% | +16.3% |
| 10Y | +275.1% | +130.9% | +144.2% | +147.4% |
| All | +12,674.7% | +1,248.7% | +11,425.9% | +5,547.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling