+18.4%
BTDR vs HSY
-9.9%
+28.4%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.7% |
| 7D | +14.8% | -3.0% | +17.8% | +14.5% |
| 30D | +41.8% | -5.0% | +46.8% | +41.1% |
| 3M | -29.2% | -1.3% | -27.9% | -29.3% |
| 6M | +66.2% | -21.5% | +87.7% | +67.1% |
| YTD | +10.0% | -3.3% | +13.3% | +9.7% |
| 1Y | -11.0% | -5.5% | -5.5% | -10.7% |
| All | +18.4% | -9.9% | +28.4% | +47.7% |
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