+125.0%
HSY vs BEN
+58.8%
+66.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | -3.0% | +3.4% | -6.3% | -3.4% |
| 30D | -5.0% | +1.8% | -6.8% | -5.3% |
| 3M | -1.3% | +8.4% | -9.7% | -2.6% |
| 6M | -21.5% | +35.6% | -57.1% | -25.3% |
| YTD | -3.3% | +46.4% | -49.6% | -9.3% |
| 1Y | -5.5% | +46.3% | -51.8% | -11.5% |
| 3Y | -9.9% | +54.6% | -64.5% | -17.6% |
| 5Y | +11.3% | +39.4% | -28.0% | +1.6% |
| All | +125.0% | +58.8% | +66.2% | +83.7% |
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