+26.7%
BTDR vs HSY
+10.6%
+16.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.3% | +2.3% |
| 7D | +22.4% | -1.6% | +24.0% | +22.3% |
| 30D | +16.5% | -4.2% | +20.7% | +16.0% |
| 3M | -31.5% | -0.7% | -30.8% | -31.5% |
| 6M | +74.0% | -21.8% | +95.8% | +74.3% |
| YTD | +13.0% | -2.7% | +15.7% | +13.0% |
| 1Y | -0.2% | -4.8% | +4.6% | 0.0% |
| 3Y | +9.9% | -9.4% | +19.3% | +11.3% |
| 5Y | +28.1% | +11.3% | +16.8% | +29.5% |
| All | +26.7% | +10.6% | +16.1% | +28.4% |
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