-53.6%
BSX vs HSY
+10.7%
-64.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.2% | +1.2% | +4.5% |
| 7D | +8.0% | +6.6% | +1.4% | +6.8% |
| 30D | +8.1% | +8.4% | -0.3% | +6.7% |
| 3M | -6.7% | -1.8% | -4.9% | -6.7% |
| 6M | -19.4% | -2.6% | -16.8% | -20.0% |
| YTD | -51.9% | -2.0% | -50.0% | -52.1% |
| 1Y | -53.6% | +8.3% | -62.0% | -54.9% |
| All | -53.6% | +10.7% | -64.3% | -54.9% |
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