-9.4%
HSY vs BEN
+56.8%
-66.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -1.6% | +4.7% | -6.2% | -1.8% |
| 30D | -4.2% | +2.6% | -6.8% | -4.4% |
| 3M | -0.7% | +11.5% | -12.2% | -1.5% |
| 6M | -21.8% | +35.3% | -57.1% | -23.5% |
| YTD | -2.7% | +48.6% | -51.3% | -5.7% |
| 1Y | -4.8% | +46.7% | -51.5% | -7.8% |
| 3Y | -9.4% | +57.0% | -66.4% | -14.3% |
| All | -9.4% | +56.8% | -66.2% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling