+50.0%
BMY vs HSY
-3.5%
+53.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.6% |
| 7D | +0.4% | -3.3% | +3.7% | +1.3% |
| 30D | +5.0% | -2.8% | +7.8% | +5.8% |
| 3M | +19.4% | -4.5% | +23.9% | +20.6% |
| 6M | +9.5% | -24.2% | +33.7% | +17.3% |
| YTD | +28.1% | -2.7% | +30.8% | +29.8% |
| 1Y | +50.0% | -3.7% | +53.7% | +53.0% |
| All | +50.0% | -3.5% | +53.5% | +53.0% |
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