+124.4%
HSY vs BEN
+58.7%
+65.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.5% |
| 7D | -2.1% | +6.8% | -8.9% | -3.1% |
| 30D | +6.1% | +18.0% | -11.9% | +3.4% |
| 3M | -5.6% | +7.5% | -13.1% | -6.8% |
| 6M | -9.5% | +14.7% | -24.3% | -11.7% |
| YTD | -2.1% | +56.1% | -58.2% | -9.3% |
| 1Y | +0.8% | +69.6% | -68.8% | -7.9% |
| 3Y | -2.1% | +87.7% | -89.8% | -13.5% |
| 5Y | +11.2% | +28.6% | -17.4% | +3.9% |
| All | +124.4% | +58.7% | +65.7% | +82.0% |
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