+126.5%
HSY vs BB
+1.6%
+124.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.6% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | -5.2% | -12.5% | +7.4% | -5.1% |
| 3M | -3.4% | -17.4% | +14.0% | -3.3% |
| 6M | -19.2% | +119.1% | -138.3% | -20.2% |
| YTD | -2.6% | +102.4% | -105.0% | -3.8% |
| 1Y | -3.8% | +98.2% | -102.0% | -5.0% |
| 3Y | -10.6% | +46.9% | -57.6% | -12.1% |
| 5Y | +12.3% | -26.4% | +38.7% | +10.9% |
| All | +126.5% | +1.6% | +124.9% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling