+49.2%
BP vs HSY
0.0%
+49.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.2% |
| 7D | -6.9% | +1.3% | -8.2% | -6.9% |
| 30D | -3.6% | +6.6% | -10.2% | -3.9% |
| 3M | +8.4% | -4.1% | +12.5% | +8.6% |
| 6M | +5.3% | -5.2% | +10.6% | +5.6% |
| YTD | +33.2% | -2.5% | +35.7% | +32.6% |
| 1Y | +28.2% | +4.7% | +23.4% | +26.6% |
| 3Y | +49.2% | +0.6% | +48.7% | +45.1% |
| All | +49.2% | 0.0% | +49.3% | +45.1% |
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 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