-11.2%
HSY vs BB
+66.7%
-77.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.6% |
| 7D | -3.0% | +1.8% | -4.8% | -2.9% |
| 30D | -5.0% | -12.2% | +7.2% | -5.1% |
| 3M | -1.3% | -12.3% | +11.0% | -1.4% |
| 6M | -21.5% | +122.7% | -144.2% | -22.7% |
| YTD | -3.3% | +104.5% | -107.8% | -4.6% |
| 1Y | -5.5% | +106.7% | -112.2% | -7.1% |
| All | -11.2% | +66.7% | -77.9% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling