+4,353.6%
HSY vs BEN
+5,152.6%
-799.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.5% |
| 7D | -2.1% | +6.8% | -8.9% | -3.3% |
| 30D | +6.1% | +18.0% | -11.9% | +2.9% |
| 3M | -5.6% | +7.5% | -13.1% | -7.0% |
| 6M | -9.5% | +14.7% | -24.3% | -12.1% |
| YTD | -2.1% | +56.1% | -58.2% | -10.2% |
| 1Y | +0.8% | +69.6% | -68.8% | -9.0% |
| 3Y | -2.1% | +87.7% | -89.8% | -14.7% |
| 5Y | +11.2% | +28.6% | -17.4% | +1.9% |
| 10Y | +128.3% | +59.8% | +68.5% | +91.5% |
| All | +4,353.6% | +5,152.6% | -799.0% | +1,589.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling