+24.3%
BMY vs HSY
+10.6%
+13.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -4.8% | -3.0% | -1.9% | -4.0% |
| 30D | -0.7% | -5.0% | +4.4% | +0.8% |
| 3M | +15.3% | -1.3% | +16.6% | +15.5% |
| 6M | +8.5% | -21.5% | +30.0% | +15.7% |
| YTD | +23.4% | -3.3% | +26.7% | +24.0% |
| 1Y | +42.9% | -5.5% | +48.4% | +44.3% |
| 3Y | +22.0% | -9.9% | +31.9% | +23.7% |
| 5Y | +24.3% | +11.3% | +13.0% | +19.1% |
| All | +24.3% | +10.6% | +13.7% | +19.1% |
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 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