+56.9%
BNY vs HSY
-4.1%
+61.0%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -0.2% | -5.2% | +5.0% | -0.5% |
| 3M | +14.9% | -3.4% | +18.3% | +14.7% |
| 6M | +40.0% | -19.2% | +59.2% | +39.4% |
| YTD | +42.0% | -2.6% | +44.6% | +42.9% |
| 1Y | +56.9% | -3.8% | +60.6% | +57.2% |
| All | +56.9% | -4.1% | +61.0% | +57.2% |
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