-14.9%
HSY vs BAM
+86.2%
-101.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.3% |
| 7D | +7.5% | +9.7% | -2.2% | +7.2% |
| 30D | +11.1% | +19.0% | -7.9% | +10.6% |
| 3M | -1.9% | +0.6% | -2.5% | -2.2% |
| 6M | -3.0% | +11.1% | -14.1% | -3.3% |
| YTD | 0.0% | +4.2% | -4.1% | -0.2% |
| 1Y | +9.4% | +3.3% | +6.1% | +9.2% |
| 3Y | +3.8% | +88.8% | -85.0% | -1.8% |
| All | -14.9% | +86.2% | -101.1% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 5y: compounded portfolio wealth divided by compounded BAM 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…
5y analysis · Full analysis span regression · 6 months rolling