+1,335.7%
BP vs HSY
+4,402.6%
-3,066.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +3.9% | -3.3% | +7.2% | +4.8% |
| 30D | +7.6% | -2.8% | +10.4% | +8.3% |
| 3M | +0.7% | -4.5% | +5.2% | +1.4% |
| 6M | +15.5% | -24.2% | +39.7% | +22.9% |
| YTD | +30.8% | -2.7% | +33.6% | +30.3% |
| 1Y | +34.3% | -3.7% | +38.0% | +33.8% |
| 3Y | +35.1% | -11.5% | +46.5% | +35.3% |
| 5Y | +126.8% | +10.3% | +116.5% | +111.9% |
| 10Y | +123.4% | +122.1% | +1.2% | +74.1% |
| All | +1,335.7% | +4,402.6% | -3,066.9% | +651.5% |
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