-5.5%
HSY vs BEN
+45.3%
-50.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.7% |
| 7D | -3.0% | +3.4% | -6.3% | -2.9% |
| 30D | -5.0% | +1.8% | -6.8% | -5.0% |
| 3M | -1.3% | +8.4% | -9.7% | -1.2% |
| 6M | -21.5% | +35.6% | -57.1% | -21.1% |
| YTD | -3.3% | +46.4% | -49.6% | -3.9% |
| 1Y | -5.5% | +46.3% | -51.8% | -5.6% |
| All | -5.5% | +45.3% | -50.8% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling