+1,749.1%
BMY vs HSY
+4,402.6%
-2,653.5%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | +0.4% | -3.3% | +3.7% | +1.4% |
| 30D | +5.0% | -2.8% | +7.8% | +5.9% |
| 3M | +19.4% | -4.5% | +23.9% | +20.9% |
| 6M | +9.5% | -24.2% | +33.7% | +19.0% |
| YTD | +28.1% | -2.7% | +30.8% | +28.3% |
| 1Y | +50.0% | -3.7% | +53.7% | +50.4% |
| 3Y | +24.1% | -11.5% | +35.5% | +25.8% |
| 5Y | +25.0% | +10.3% | +14.6% | +17.3% |
| 10Y | +68.7% | +122.1% | -53.5% | +24.0% |
| All | +1,749.1% | +4,402.6% | -2,653.5% | +377.7% |
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