+1,016.5%
BSX vs HSY
+3,708.2%
-2,691.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.2% |
| 7D | +2.0% | -3.3% | +5.3% | +3.1% |
| 30D | +0.1% | -2.8% | +2.9% | +1.0% |
| 3M | -2.1% | -4.5% | +2.3% | -0.9% |
| 6M | -33.8% | -24.2% | -9.6% | -28.0% |
| YTD | -49.9% | -2.7% | -47.1% | -50.0% |
| 1Y | -55.4% | -3.7% | -51.7% | -55.5% |
| 3Y | -10.9% | -11.5% | +0.6% | -10.7% |
| 5Y | +6.4% | +10.3% | -3.9% | -2.1% |
| 10Y | +97.0% | +122.1% | -25.1% | +42.6% |
| All | +1,016.5% | +3,708.2% | -2,691.7% | +255.2% |
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