-21.0%
BSX vs HSY
-8.8%
-12.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.4% | -4.2% |
| 7D | -8.2% | -0.4% | -7.8% | -8.2% |
| 30D | -15.8% | -3.4% | -12.4% | -15.6% |
| 3M | -10.8% | -0.5% | -10.3% | -10.8% |
| 6M | -38.4% | -19.1% | -19.2% | -38.0% |
| YTD | -54.8% | -2.1% | -52.7% | -54.8% |
| 1Y | -59.0% | -3.2% | -55.8% | -59.1% |
| All | -21.0% | -8.8% | -12.2% | -18.5% |
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 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