+123.2%
HSY vs BEN
+58.0%
+65.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | -2.3% | +11.3% | -13.7% | -3.9% |
| 30D | +6.3% | +15.0% | -8.7% | +4.0% |
| 3M | -5.2% | +7.8% | -13.0% | -6.4% |
| 6M | -8.3% | +15.5% | -23.8% | -10.6% |
| YTD | -2.7% | +55.4% | -58.1% | -9.7% |
| 1Y | +0.1% | +63.3% | -63.1% | -7.9% |
| 3Y | -1.0% | +83.4% | -84.5% | -12.2% |
| 5Y | +10.6% | +28.1% | -17.5% | +3.3% |
| All | +123.2% | +58.0% | +65.1% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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