-10.6%
HSY vs BBIO
+154.4%
-165.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.1% | -3.2% | +3.3% | +0.1% |
| 30D | -5.2% | -13.6% | +8.4% | -5.4% |
| 3M | -3.4% | +7.2% | -10.6% | -3.3% |
| 6M | -19.2% | +1.5% | -20.7% | -19.2% |
| YTD | -2.6% | -5.3% | +2.7% | -2.6% |
| 1Y | -3.8% | +37.7% | -41.5% | -4.3% |
| 3Y | -10.6% | +153.9% | -164.5% | -15.2% |
| All | -10.6% | +154.4% | -165.1% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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