+289.9%
BNY vs HSY
-9.3%
+299.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -0.2% | -5.2% | +5.0% | +0.1% |
| 3M | +14.9% | -3.4% | +18.3% | +15.0% |
| 6M | +40.0% | -19.2% | +59.2% | +41.9% |
| YTD | +42.0% | -2.6% | +44.6% | +41.6% |
| 1Y | +56.9% | -3.8% | +60.6% | +56.4% |
| 3Y | +289.9% | -10.6% | +300.5% | +277.8% |
| All | +289.9% | -9.3% | +299.2% | +277.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling